-83.8%
HERE vs SPY
+103.4%
-187.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +0.5% | +0.1% | +0.5% | +0.5% |
| 3M | -19.4% | +2.0% | -21.4% | -20.6% |
| 6M | -56.1% | +13.0% | -69.1% | -60.5% |
| YTD | -62.6% | +13.5% | -76.2% | -66.4% |
| 1Y | -75.7% | +20.0% | -95.7% | -79.1% |
| 3Y | -69.7% | +77.2% | -146.9% | -77.8% |
| All | -83.8% | +103.4% | -187.2% | -87.2% |
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