-97.2%
HRTX vs SPY
+81.0%
-178.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.0% |
| 7D | +6.5% | -0.4% | +6.8% | +7.1% |
| 30D | -2.9% | -1.4% | -1.6% | -0.6% |
| 3M | -17.5% | +3.7% | -21.2% | -22.6% |
| 6M | -67.0% | +13.0% | -80.0% | -72.8% |
| YTD | -74.6% | +12.4% | -87.0% | -78.8% |
| 1Y | -74.6% | +18.5% | -93.1% | -80.5% |
| 3Y | -74.4% | +77.6% | -152.0% | -90.4% |
| 5Y | -97.2% | +81.7% | -178.9% | -98.9% |
| All | -97.2% | +81.0% | -178.2% | -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