+41.2%
HNVR vs SPY
+102.9%
-61.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.6% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | +0.8% | -1.4% | +2.2% | +1.2% |
| 3M | +13.4% | +3.7% | +9.7% | +12.0% |
| 6M | +30.9% | +13.0% | +17.9% | +25.8% |
| YTD | +19.4% | +12.4% | +7.0% | +15.0% |
| 1Y | +22.9% | +18.5% | +4.4% | +16.5% |
| 3Y | +62.1% | +77.6% | -15.5% | +45.6% |
| All | +41.2% | +102.9% | -61.7% | +26.5% |
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