+40.7%
HFGM price history and return analytics
+44.1%
-3.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.4% |
| 7D | +1.4% | -2.0% | +3.4% | +3.5% |
| 30D | +1.3% | -1.4% | +2.7% | +2.8% |
| 3M | +2.8% | +4.7% | -1.9% | -2.2% |
| 6M | -8.5% | +11.4% | -19.8% | -18.8% |
| YTD | +11.1% | +13.1% | -2.0% | -2.8% |
| 1Y | +16.2% | +19.0% | -2.8% | -2.8% |
| All | +40.7% | +44.1% | -3.4% | +9.7% |
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