-76.0%
ASPI vs SPY
+12.3%
-88.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.8% | -5.5% |
| 7D | +10.3% | +0.1% | +10.2% | +9.6% |
| 30D | -19.2% | -3.3% | -15.9% | -7.7% |
| 3M | -51.7% | -2.4% | -49.3% | -46.5% |
| 6M | -60.2% | +2.6% | -62.8% | -62.1% |
| YTD | -60.0% | +11.2% | -71.2% | -69.8% |
| All | -76.0% | +12.3% | -88.3% | -81.9% |
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