-66.2%
HTT vs SPY
+11.8%
-77.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -3.1% |
| 7D | -4.6% | +3.3% | -7.9% | -7.8% |
| 30D | -26.3% | -2.7% | -23.7% | -24.1% |
| 3M | -34.5% | -1.7% | -32.8% | -33.3% |
| 6M | -23.6% | +3.1% | -26.7% | -26.9% |
| YTD | -53.5% | +11.9% | -65.4% | -61.2% |
| 1Y | -66.2% | +12.0% | -78.2% | -71.9% |
| All | -66.2% | +11.8% | -77.9% | -71.9% |
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 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