+3,325.5%
V vs HBM
+443.9%
+2,881.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | +2.2% | -3.6% | +5.8% | +2.7% |
| 30D | +13.6% | -19.2% | +32.8% | +16.5% |
| 3M | +14.3% | -20.5% | +34.8% | +17.1% |
| 6M | +33.1% | -12.8% | +45.9% | +33.1% |
| YTD | +21.2% | +5.4% | +15.8% | +16.7% |
| 1Y | +26.4% | +33.0% | -6.5% | +17.6% |
| 3Y | +77.6% | +357.3% | -279.7% | +33.4% |
| 5Y | +102.6% | +210.4% | -107.8% | +54.8% |
| 10Y | +464.4% | +387.1% | +77.3% | +253.6% |
| All | +3,325.5% | +443.9% | +2,881.6% | +1,711.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling