-53.4%
HOOG vs SPY
+17.2%
-70.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | 0.0% |
| 7D | -18.1% | -2.0% | -16.1% | -6.7% |
| 30D | +33.7% | -1.7% | +35.4% | +53.9% |
| 3M | +45.1% | +4.7% | +40.4% | +12.5% |
| 6M | +47.3% | +12.5% | +34.8% | -24.0% |
| YTD | -38.4% | +11.7% | -50.2% | -64.5% |
| 1Y | -53.4% | +17.5% | -70.8% | -75.0% |
| All | -53.4% | +17.2% | -70.6% | -75.0% |
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