+32.6%
ASND vs SPY
+12.3%
+20.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.3% |
| 7D | +4.4% | +0.1% | +4.3% | +4.3% |
| 30D | +13.4% | -3.3% | +16.7% | +14.6% |
| 3M | +1.7% | -2.4% | +4.2% | +2.6% |
| 6M | +8.9% | +2.6% | +6.3% | +8.0% |
| YTD | +21.9% | +11.2% | +10.6% | +14.1% |
| All | +32.6% | +12.3% | +20.2% | +24.0% |
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