-30.3%
HOOG vs SPY
+20.8%
-51.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -1.9% |
| 7D | +33.4% | +0.1% | +33.3% | +34.6% |
| 30D | +60.5% | +0.1% | +60.4% | +65.4% |
| 3M | +61.0% | +2.0% | +59.0% | +49.5% |
| 6M | +56.2% | +13.0% | +43.1% | -20.6% |
| YTD | -28.1% | +13.5% | -41.6% | -62.8% |
| 1Y | -30.3% | +20.0% | -50.3% | -68.2% |
| All | -30.3% | +20.8% | -51.2% | -68.2% |
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