-11.4%
RHLD vs SPY
+14.6%
-26.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.7% | +7.2% | +6.0% |
| 7D | +5.0% | -0.7% | +5.7% | +6.3% |
| 30D | +13.2% | -1.0% | +14.2% | +15.3% |
| 3M | -3.6% | -0.3% | -3.3% | -3.0% |
| 6M | -4.5% | +7.3% | -11.8% | -16.3% |
| YTD | -36.6% | +13.3% | -49.9% | -49.4% |
| 1Y | -11.4% | +14.8% | -26.2% | -29.3% |
| All | -11.4% | +14.6% | -26.0% | -29.3% |
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