+182.1%
HRTG vs SPY
+322.5%
-140.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.5% |
| 7D | +1.9% | -0.8% | +2.6% | +2.4% |
| 30D | +4.9% | -1.1% | +6.0% | +5.8% |
| 3M | +54.9% | +3.9% | +51.1% | +49.8% |
| 6M | +29.0% | +13.6% | +15.4% | +15.3% |
| YTD | +18.2% | +12.7% | +5.5% | +6.3% |
| 1Y | +44.8% | +17.5% | +27.3% | +25.5% |
| 3Y | +651.7% | +76.9% | +574.8% | +357.0% |
| 5Y | +454.2% | +83.6% | +370.6% | +222.8% |
| All | +182.1% | +322.5% | -140.3% | -35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling