-49.4%
HEAL vs SPY
+81.0%
-130.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -3.7% | -0.4% | -3.4% | -3.3% |
| 30D | -1.6% | -1.4% | -0.2% | -0.2% |
| 3M | +9.5% | +3.7% | +5.8% | +5.2% |
| 6M | +9.1% | +13.0% | -3.9% | -4.5% |
| YTD | -2.6% | +12.4% | -15.0% | -14.1% |
| 1Y | -12.4% | +18.5% | -30.9% | -27.0% |
| 3Y | -3.5% | +77.6% | -81.1% | -48.3% |
| 5Y | -49.4% | +81.7% | -131.1% | -73.6% |
| All | -49.4% | +81.0% | -130.4% | -73.6% |
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 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