-79.3%
HIPO vs SPY
+81.8%
-161.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.0% | -2.8% |
| 7D | -1.7% | +0.5% | -2.2% | -2.4% |
| 30D | +0.1% | -0.9% | +1.1% | +1.4% |
| 3M | +33.1% | +3.9% | +29.2% | +25.4% |
| 6M | +23.8% | +14.5% | +9.3% | +1.0% |
| YTD | +8.6% | +12.9% | -4.3% | -9.7% |
| 1Y | -10.7% | +19.4% | -30.1% | -31.5% |
| 3Y | +236.0% | +78.5% | +157.6% | +40.2% |
| 5Y | -79.3% | +81.8% | -161.0% | -91.2% |
| All | -79.3% | +81.8% | -161.1% | -91.2% |
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 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