+91.4%
AIVC vs SPY
+21.3%
+70.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.8% | -0.5% |
| 7D | -3.2% | +0.3% | -3.4% | -3.7% |
| 30D | -1.2% | +0.2% | -1.4% | -1.6% |
| 3M | -9.7% | +2.8% | -12.5% | -14.2% |
| 6M | +58.3% | +14.3% | +44.1% | +22.4% |
| YTD | +62.1% | +14.0% | +48.1% | +26.3% |
| All | +91.4% | +21.3% | +70.1% | +38.1% |
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