-93.1%
HYFM price history and return analytics
+74.2%
-167.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | +2.7% | -1.1% | +3.8% | +4.2% |
| 30D | -41.7% | -1.0% | -40.7% | -40.8% |
| 3M | +3.2% | +3.2% | 0.0% | +0.2% |
| 6M | -2.0% | +12.5% | -14.5% | -11.3% |
| YTD | -35.1% | +14.1% | -49.2% | -41.3% |
| 1Y | -69.7% | +18.9% | -88.6% | -73.4% |
| 3Y | -93.1% | +74.1% | -167.2% | -96.1% |
| All | -93.1% | +74.2% | -167.3% | -96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling