+432.7%
HRTG vs SPY
+81.0%
+351.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.8% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | +4.1% | -1.4% | +5.5% | +5.0% |
| 3M | +57.5% | +3.7% | +53.8% | +53.1% |
| 6M | +25.7% | +13.0% | +12.7% | +14.3% |
| YTD | +16.4% | +12.4% | +4.0% | +6.2% |
| 1Y | +43.0% | +18.5% | +24.5% | +25.2% |
| 3Y | +619.9% | +77.6% | +542.2% | +356.9% |
| 5Y | +432.7% | +81.7% | +351.0% | +226.7% |
| All | +432.7% | +81.0% | +351.7% | +226.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling