+56.8%
HRTG vs SPY
+17.2%
+39.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.4% |
| 7D | -1.2% | -2.0% | +0.8% | -1.3% |
| 30D | +7.3% | -1.7% | +9.0% | +7.2% |
| 3M | +55.5% | +4.7% | +50.8% | +55.1% |
| 6M | +30.0% | +12.5% | +17.5% | +24.7% |
| YTD | +18.0% | +11.7% | +6.3% | +13.6% |
| 1Y | +56.8% | +17.5% | +39.3% | +29.2% |
| All | +56.8% | +17.2% | +39.6% | +29.2% |
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