+1,082.8%
HOPE vs SPY
+1,186.2%
-103.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | 0.0% | +0.1% | -0.1% | -0.1% |
| 3M | +13.3% | +2.0% | +11.4% | +11.0% |
| 6M | +26.5% | +13.0% | +13.5% | +12.6% |
| YTD | +33.2% | +13.5% | +19.6% | +18.1% |
| 1Y | +31.4% | +20.0% | +11.4% | +10.8% |
| 3Y | +66.2% | +77.2% | -11.0% | -1.8% |
| 5Y | +31.9% | +81.9% | -50.0% | -24.6% |
| 10Y | +25.6% | +314.1% | -288.4% | -64.6% |
| All | +1,082.8% | +1,186.2% | -103.4% | +91.7% |
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