-97.2%
HRTX vs SPY
+72.1%
-169.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.5% |
| 7D | +6.9% | +2.6% | +4.3% | +3.2% |
| 30D | -13.9% | -2.0% | -11.9% | -10.1% |
| 3M | -6.1% | -2.8% | -3.3% | -0.7% |
| 6M | -65.9% | +2.1% | -68.1% | -66.9% |
| YTD | -76.2% | +11.5% | -87.6% | -79.7% |
| 1Y | -72.1% | +13.5% | -85.5% | -76.9% |
| 3Y | -43.6% | +77.7% | -121.3% | -79.0% |
| All | -97.2% | +72.1% | -169.3% | -98.9% |
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