-45.3%
HODU vs SPY
+16.3%
-61.6%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -0.7% |
| 7D | +13.2% | -0.4% | +13.6% | +17.8% |
| 30D | +38.9% | -1.4% | +40.3% | +55.8% |
| 3M | +61.1% | +3.7% | +57.4% | +33.9% |
| 6M | +50.9% | +13.0% | +37.9% | -20.1% |
| YTD | -35.7% | +12.4% | -48.1% | -62.9% |
| All | -45.3% | +16.3% | -61.6% | -74.8% |
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