+57.7%
ASMH vs SPY
+12.1%
+45.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +1.0% |
| 7D | +5.9% | +2.6% | +3.3% | +0.5% |
| 30D | -7.2% | -2.0% | -5.3% | -2.9% |
| 3M | -14.3% | -2.8% | -11.5% | -8.8% |
| 6M | +1.8% | +2.1% | -0.4% | -2.5% |
| YTD | +51.5% | +11.5% | +40.0% | +23.5% |
| 1Y | +57.7% | +13.5% | +44.2% | +24.5% |
| All | +57.7% | +12.1% | +45.6% | +24.5% |
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