-88.2%
HIPO vs SPY
+119.5%
-207.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.4% |
| 7D | +2.1% | +0.1% | +2.0% | +1.9% |
| 30D | +4.8% | +0.1% | +4.7% | +4.6% |
| 3M | +38.9% | +2.0% | +36.9% | +34.2% |
| 6M | +20.7% | +13.0% | +7.7% | +1.1% |
| YTD | +12.6% | +13.5% | -0.9% | -6.4% |
| 1Y | +2.9% | +20.0% | -17.1% | -20.7% |
| 3Y | +223.2% | +77.2% | +146.0% | +42.8% |
| 5Y | -74.1% | +81.9% | -156.0% | -88.7% |
| All | -88.2% | +119.5% | -207.7% | -95.7% |
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