+104.0%
HOMZ vs SPY
+198.9%
-94.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | -4.2% | -2.0% | -2.2% | -2.2% |
| 30D | -8.4% | -1.7% | -6.7% | -6.8% |
| 3M | -2.9% | +4.7% | -7.7% | -7.5% |
| 6M | -2.9% | +12.5% | -15.4% | -14.0% |
| YTD | -4.0% | +11.7% | -15.8% | -14.5% |
| 1Y | -9.0% | +17.5% | -26.5% | -23.1% |
| 3Y | +21.9% | +76.6% | -54.7% | -33.5% |
| 5Y | +16.7% | +82.0% | -65.4% | -38.4% |
| All | +104.0% | +198.9% | -94.9% | -36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling