+527.0%
HMN price history and return analytics
+355.4%
+171.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.7% |
| 7D | +13.1% | -0.1% | +13.2% | +12.8% |
| 30D | +17.8% | -3.1% | +20.9% | +21.2% |
| 3M | +2.4% | -3.5% | +5.9% | +5.5% |
| 6M | +22.4% | +0.5% | +21.9% | +19.7% |
| YTD | +19.0% | +10.8% | +8.2% | +3.3% |
| 1Y | +21.4% | +11.9% | +9.5% | +4.0% |
| 3Y | +84.8% | +73.0% | +11.8% | -5.9% |
| 5Y | +58.0% | +58.6% | -0.6% | -14.6% |
| 10Y | +99.6% | +219.2% | -119.5% | -56.1% |
| All | +527.0% | +355.4% | +171.6% | -28.5% |
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