-17.3%
HSAI vs SPY
+91.2%
-108.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.9% |
| 7D | -5.7% | -2.0% | -3.8% | -2.3% |
| 30D | -8.2% | -1.7% | -6.5% | -5.2% |
| 3M | -0.7% | +4.7% | -5.5% | -7.5% |
| 6M | -31.1% | +12.5% | -43.6% | -42.1% |
| YTD | -22.3% | +11.7% | -34.0% | -33.9% |
| 1Y | -37.3% | +17.5% | -54.8% | -49.8% |
| 3Y | +48.7% | +76.6% | -27.8% | -30.8% |
| All | -17.3% | +91.2% | -108.6% | -63.4% |
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