+114.8%
HBB vs SPY
+79.8%
+35.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.0% |
| 7D | -5.0% | -2.0% | -3.0% | -3.4% |
| 30D | -8.8% | -1.7% | -7.2% | -7.6% |
| 3M | +54.1% | +4.7% | +49.3% | +48.6% |
| 6M | +85.1% | +12.5% | +72.6% | +69.0% |
| YTD | +85.9% | +11.7% | +74.2% | +71.0% |
| 1Y | +114.7% | +17.5% | +97.2% | +90.2% |
| 3Y | +164.6% | +76.6% | +88.1% | +81.4% |
| 5Y | +114.8% | +82.0% | +32.8% | +45.8% |
| All | +114.8% | +79.8% | +35.1% | +45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling