+30.8%
HQ vs SPY
+17.4%
+13.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.1% | -11.5% |
| 7D | -15.9% | -0.7% | -15.2% | -13.2% |
| 30D | -19.7% | -1.0% | -18.6% | -14.9% |
| 3M | -15.5% | -0.3% | -15.2% | -12.2% |
| 6M | +28.2% | +7.3% | +20.8% | +6.0% |
| All | +30.8% | +17.4% | +13.4% | -12.7% |
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 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