-45.2%
HOYY vs SPY
+16.2%
-61.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.9% |
| 7D | -2.5% | -0.8% | -1.8% | -1.5% |
| 30D | +3.2% | -1.1% | +4.2% | +4.6% |
| 3M | +1.2% | +3.9% | -2.6% | -4.4% |
| 6M | -8.4% | +13.6% | -22.0% | -26.2% |
| YTD | -27.5% | +12.7% | -40.2% | -40.8% |
| All | -45.2% | +16.2% | -61.4% | -57.5% |
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