+183.1%
HBT vs SPY
+81.0%
+102.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.7% |
| 7D | -0.1% | -0.4% | +0.3% | +0.1% |
| 30D | +1.3% | -1.4% | +2.7% | +2.2% |
| 3M | +22.3% | +3.7% | +18.6% | +19.2% |
| 6M | +41.2% | +13.0% | +28.2% | +29.9% |
| YTD | +43.1% | +12.4% | +30.7% | +32.0% |
| 1Y | +44.6% | +18.5% | +26.1% | +28.6% |
| 3Y | +111.1% | +77.6% | +33.5% | +46.2% |
| 5Y | +183.1% | +81.7% | +101.4% | +94.5% |
| All | +183.1% | +81.0% | +102.1% | +94.5% |
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