-28.6%
HCSG vs SPY
+312.5%
-341.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +1.2% | -0.4% | +1.6% | +1.5% |
| 30D | +1.1% | -1.4% | +2.5% | +2.3% |
| 3M | +3.4% | +3.7% | -0.3% | -0.2% |
| 6M | +6.7% | +13.0% | -6.3% | -4.6% |
| YTD | +15.2% | +12.4% | +2.8% | +3.4% |
| 1Y | +36.7% | +18.5% | +18.2% | +17.0% |
| 3Y | +100.1% | +77.6% | +22.5% | +17.8% |
| 5Y | -11.6% | +81.7% | -93.3% | -49.5% |
| 10Y | -28.6% | +319.7% | -348.3% | -81.6% |
| All | -28.6% | +312.5% | -341.1% | -81.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling