-65.0%
HTT vs SPY
+12.2%
-77.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.7% |
| 7D | -3.9% | -0.9% | -3.0% | -3.1% |
| 30D | -24.0% | -2.4% | -21.6% | -22.0% |
| 3M | -31.6% | -1.2% | -30.4% | -30.8% |
| 6M | -23.3% | +3.3% | -26.6% | -26.7% |
| YTD | -51.8% | +12.3% | -64.1% | -59.9% |
| All | -65.0% | +12.2% | -77.1% | -71.0% |
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