+27.7%
ASHR vs SPY
+74.5%
-46.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | +0.4% |
| 7D | +0.6% | -4.7% | +5.3% | +2.6% |
| 30D | -6.4% | -5.9% | -0.5% | -4.0% |
| 3M | -11.5% | -4.5% | -6.9% | -9.8% |
| 6M | -13.6% | +1.8% | -15.3% | -13.9% |
| YTD | -7.0% | +8.3% | -15.3% | -9.4% |
| 1Y | -5.1% | +9.3% | -14.5% | -7.9% |
| All | +27.7% | +74.5% | -46.8% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling