+13.6%
HOMZ vs SPY
+72.2%
-58.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | +2.2% | -0.6% | +2.7% | +2.7% |
| 30D | +9.1% | -3.7% | +12.7% | +12.7% |
| 3M | -5.1% | -2.7% | -2.4% | -2.9% |
| 6M | +0.6% | +2.2% | -1.6% | -1.9% |
| YTD | -1.3% | +10.8% | -12.1% | -10.8% |
| 1Y | +0.4% | +11.2% | -10.8% | -9.6% |
| 3Y | +34.8% | +76.5% | -41.7% | -24.7% |
| 5Y | +13.6% | +72.9% | -59.3% | -35.9% |
| All | +13.6% | +72.2% | -58.6% | -35.9% |
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