+153.7%
HBANM vs SPY
+93.5%
+60.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.4% |
| 7D | -0.2% | -0.4% | +0.1% | -0.1% |
| 30D | +0.5% | -1.4% | +1.9% | +0.9% |
| 3M | +1.3% | +3.7% | -2.4% | +0.1% |
| 6M | -7.2% | +13.0% | -20.2% | -10.9% |
| YTD | -2.0% | +12.4% | -14.4% | -5.8% |
| 1Y | -5.2% | +18.5% | -23.8% | -10.5% |
| 3Y | +19.2% | +77.6% | -58.5% | -3.7% |
| 5Y | +7.6% | +81.7% | -74.1% | -13.7% |
| All | +153.7% | +93.5% | +60.2% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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