-97.8%
HCAI vs SPY
+28.3%
-126.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -38.3% | -0.6% | -37.7% | -38.1% |
| 7D | -43.2% | -2.0% | -41.2% | -42.6% |
| 30D | -41.8% | -1.7% | -40.1% | -41.3% |
| 3M | -71.8% | +4.7% | -76.6% | -72.2% |
| 6M | -54.6% | +12.5% | -67.1% | -56.9% |
| YTD | -75.3% | +11.7% | -87.0% | -76.5% |
| 1Y | -89.5% | +17.5% | -107.0% | -90.1% |
| All | -97.8% | +28.3% | -126.1% | -98.0% |
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