+527.4%
HBM price history and return analytics
+76.6%
+450.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +6.9% |
| 7D | +7.4% | +1.0% | +6.3% | +4.9% |
| 30D | +5.1% | -0.2% | +5.3% | +5.7% |
| 3M | +11.1% | +4.5% | +6.6% | +2.3% |
| 6M | +30.2% | +14.1% | +16.2% | +3.2% |
| YTD | +46.2% | +14.8% | +31.5% | +15.1% |
| 1Y | +120.0% | +21.2% | +98.9% | +57.1% |
| 3Y | +527.4% | +76.6% | +450.8% | +129.9% |
| All | +527.4% | +76.6% | +450.8% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling