-87.1%
HIPO vs SPY
+116.3%
-203.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.4% |
| 7D | +6.2% | +3.3% | +2.9% | +1.8% |
| 30D | +7.6% | -2.7% | +10.3% | +11.4% |
| 3M | +12.3% | -1.7% | +14.1% | +14.6% |
| 6M | +37.6% | +3.1% | +34.5% | +30.8% |
| YTD | +22.9% | +11.9% | +11.0% | +3.9% |
| 1Y | +10.0% | +12.0% | -2.0% | -7.1% |
| 3Y | +340.5% | +78.2% | +262.3% | +91.9% |
| 5Y | -64.2% | +73.2% | -137.4% | -83.7% |
| All | -87.1% | +116.3% | -203.5% | -95.2% |
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