+65.1%
HDSN vs SPY
+80.7%
-15.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | +1.9% | -2.0% | +3.9% | +4.2% |
| 30D | -3.3% | -1.7% | -1.6% | -1.3% |
| 3M | -1.8% | +4.7% | -6.6% | -6.7% |
| 6M | -10.5% | +12.5% | -23.0% | -21.3% |
| YTD | -21.9% | +11.7% | -33.6% | -30.7% |
| 1Y | -47.1% | +17.5% | -64.6% | -55.4% |
| 3Y | -55.7% | +76.6% | -132.2% | -77.2% |
| All | +65.1% | +80.7% | -15.6% | -17.4% |
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