-8.8%
HRMY price history and return analytics
+113.3%
-122.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +2.0% | +2.4% | -0.4% | -0.1% |
| 30D | -10.0% | -1.5% | -8.5% | -8.8% |
| 3M | -12.3% | -4.1% | -8.2% | -9.0% |
| 6M | +9.5% | +0.6% | +8.9% | +8.5% |
| YTD | -9.8% | +11.0% | -20.8% | -18.7% |
| 1Y | -1.5% | +13.3% | -14.9% | -13.1% |
| 3Y | +39.3% | +73.4% | -34.1% | -18.5% |
| 5Y | -20.6% | +57.4% | -78.1% | -46.7% |
| All | -8.8% | +113.3% | -122.1% | -59.0% |
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