+470.7%
HBM price history and return analytics
+669.0%
-198.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -2.0% |
| 7D | -1.3% | -0.7% | -0.6% | +0.3% |
| 30D | -14.8% | -1.7% | -13.1% | -11.4% |
| 3M | -20.7% | -2.3% | -18.4% | -16.5% |
| 6M | -13.9% | +1.5% | -15.4% | -13.2% |
| YTD | +10.6% | +12.0% | -1.4% | -3.7% |
| 1Y | +32.4% | +12.9% | +19.5% | +14.2% |
| 3Y | +432.0% | +74.9% | +357.1% | +130.8% |
| 5Y | +205.5% | +59.9% | +145.5% | +61.5% |
| 10Y | +291.1% | +224.6% | +66.5% | -23.1% |
| All | +470.7% | +669.0% | -198.3% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling