-36.4%
HEAL vs SPY
+159.8%
-196.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | +6.3% | +0.1% | +6.3% | +6.3% |
| 3M | +16.3% | +2.0% | +14.3% | +13.7% |
| 6M | +11.2% | +13.0% | -1.8% | -2.4% |
| YTD | +1.4% | +13.5% | -12.2% | -11.5% |
| 1Y | -6.5% | +20.0% | -26.4% | -22.8% |
| 3Y | -5.0% | +77.2% | -82.1% | -48.4% |
| 5Y | -47.5% | +81.9% | -129.3% | -72.3% |
| All | -36.4% | +159.8% | -196.2% | -74.9% |
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