+41.9%
HBNC vs SPY
+79.8%
-37.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.5% |
| 7D | +0.5% | -2.0% | +2.4% | +2.2% |
| 30D | -3.0% | -1.7% | -1.4% | -1.6% |
| 3M | +3.0% | +4.7% | -1.7% | -1.5% |
| 6M | +24.4% | +12.5% | +11.8% | +11.2% |
| YTD | +19.7% | +11.7% | +8.0% | +7.8% |
| 1Y | +25.3% | +17.5% | +7.8% | +7.7% |
| 3Y | +107.5% | +76.6% | +30.9% | +25.6% |
| 5Y | +41.9% | +82.0% | -40.2% | -18.2% |
| All | +41.9% | +79.8% | -37.9% | -18.2% |
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