-76.1%
HCAI vs SPY
+20.8%
-96.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.4% | -6.2% | -6.2% |
| 7D | -8.6% | +0.1% | -8.7% | -8.6% |
| 30D | -6.8% | +0.1% | -6.8% | -6.8% |
| 3M | -36.6% | +2.0% | -38.6% | -37.0% |
| 6M | -32.4% | +13.0% | -45.4% | -42.8% |
| YTD | -59.3% | +13.5% | -72.9% | -66.1% |
| 1Y | -76.1% | +20.0% | -96.1% | -84.0% |
| All | -76.1% | +20.8% | -96.9% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling