+3.1%
HYBI vs SPY
+9.8%
-6.7%
-1.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | +0.1% |
| 7D | -0.6% | -4.7% | +4.1% | +0.3% |
| 30D | -0.2% | -5.9% | +5.7% | +0.9% |
| 3M | -0.8% | -4.5% | +3.8% | 0.0% |
| 6M | +0.1% | +1.8% | -1.6% | -0.3% |
| YTD | +1.6% | +8.3% | -6.8% | 0.0% |
| 1Y | +3.1% | +9.3% | -6.2% | +1.2% |
| All | +3.1% | +9.8% | -6.7% | +1.2% |
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