-100.0%
HIBS price history and return analytics
+133.6%
-233.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -2.9% |
| 7D | +0.2% | -1.1% | +1.3% | -4.1% |
| 30D | +1.9% | -1.0% | +2.8% | -0.9% |
| 3M | -13.8% | +3.2% | -17.0% | +7.3% |
| 6M | -58.1% | +12.5% | -70.6% | -15.7% |
| YTD | -62.4% | +14.1% | -76.5% | -15.8% |
| 1Y | -72.1% | +18.9% | -91.0% | -20.4% |
| 3Y | -94.7% | +74.1% | -168.8% | +39.8% |
| 5Y | -98.1% | +66.9% | -165.0% | +0.7% |
| All | -100.0% | +133.6% | -233.5% | -78.5% |
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