+521.9%
HMN price history and return analytics
+346.0%
+175.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | +14.0% | -2.3% | +16.3% | +16.5% |
| 30D | +18.1% | -5.0% | +23.1% | +24.1% |
| 3M | -0.9% | -4.9% | +4.0% | +3.8% |
| 6M | +18.4% | -1.5% | +19.9% | +18.4% |
| YTD | +18.0% | +8.5% | +9.5% | +4.9% |
| 1Y | +21.3% | +11.4% | +9.9% | +4.5% |
| 3Y | +78.2% | +70.1% | +8.1% | -7.5% |
| 5Y | +56.4% | +53.7% | +2.6% | -12.4% |
| 10Y | +120.0% | +220.0% | -100.0% | -52.0% |
| All | +521.9% | +346.0% | +175.9% | -27.4% |
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