+65.4%
HMY price history and return analytics
+357.8%
-292.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | -8.6% | +2.9% | -11.5% | -10.5% |
| 30D | -7.6% | -2.5% | -5.1% | -5.8% |
| 3M | -20.1% | -3.3% | -16.7% | -17.9% |
| 6M | -11.4% | +1.5% | -12.9% | -11.4% |
| YTD | -18.7% | +11.4% | -30.1% | -23.1% |
| 1Y | -14.1% | +11.9% | -26.0% | -18.8% |
| 3Y | +269.8% | +73.9% | +195.9% | +159.8% |
| 5Y | +314.0% | +57.9% | +256.2% | +208.4% |
| 10Y | +599.8% | +222.6% | +377.2% | +214.2% |
| All | +65.4% | +357.8% | -292.4% | -57.9% |
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