+600.0%
HMY price history and return analytics
+65.7%
+534.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.5% | +3.5% |
| 7D | +6.9% | -0.1% | +7.1% | +7.1% |
| 30D | +4.5% | -0.7% | +5.2% | +5.4% |
| 3M | +38.5% | +4.0% | +34.5% | +33.6% |
| 6M | +11.6% | +12.3% | -0.7% | +1.0% |
| YTD | +6.5% | +14.0% | -7.5% | -4.4% |
| 1Y | +44.0% | +20.3% | +23.7% | +23.7% |
| 3Y | +427.8% | +75.4% | +352.4% | +222.4% |
| 5Y | +600.0% | +66.0% | +534.0% | +279.6% |
| All | +600.0% | +65.7% | +534.3% | +279.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling