-70.6%
HODU vs SPY
+17.3%
-87.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | -5.8% |
| 7D | -9.3% | -0.7% | -8.5% | -4.3% |
| 30D | -43.7% | -1.0% | -42.6% | -38.3% |
| 3M | -24.1% | -0.3% | -23.8% | -17.2% |
| 6M | -3.4% | +7.3% | -10.7% | -31.6% |
| YTD | -65.5% | +13.3% | -78.8% | -80.4% |
| All | -70.6% | +17.3% | -87.9% | -86.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling