+105.4%
HOMZ vs SPY
+199.4%
-93.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.2% |
| 7D | -3.5% | +3.3% | -6.8% | -6.6% |
| 30D | +6.8% | -2.7% | +9.5% | +9.5% |
| 3M | -6.9% | -1.7% | -5.1% | -5.4% |
| 6M | +0.1% | +3.1% | -3.0% | -3.4% |
| YTD | -3.4% | +11.9% | -15.3% | -14.2% |
| 1Y | -2.7% | +12.0% | -14.7% | -13.7% |
| 3Y | +32.0% | +78.2% | -46.2% | -29.0% |
| 5Y | +9.9% | +73.2% | -63.4% | -39.0% |
| All | +105.4% | +199.4% | -93.9% | -36.4% |
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