+506.7%
HMY price history and return analytics
+229.8%
+276.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.5% |
| 7D | +1.8% | -1.1% | +2.9% | +2.7% |
| 30D | +3.9% | -1.0% | +4.9% | +4.8% |
| 3M | +35.7% | +3.2% | +32.5% | +33.1% |
| 6M | +24.7% | +12.5% | +12.2% | +16.2% |
| YTD | +5.7% | +14.1% | -8.3% | -2.1% |
| 1Y | +37.3% | +18.9% | +18.4% | +24.2% |
| 3Y | +417.5% | +74.1% | +343.4% | +265.4% |
| 5Y | +603.5% | +66.9% | +536.6% | +398.1% |
| All | +506.7% | +229.8% | +276.9% | +163.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling