+56.1%
ASRV vs SPY
+72.1%
-16.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +1.9% | +2.6% | -0.7% | +1.5% |
| 30D | +8.4% | -2.0% | +10.3% | +8.6% |
| 3M | -1.6% | -2.8% | +1.2% | -1.2% |
| 6M | +32.3% | +2.1% | +30.2% | +31.7% |
| YTD | +58.2% | +11.5% | +46.7% | +55.0% |
| 1Y | +63.3% | +13.5% | +49.9% | +59.6% |
| 3Y | +112.3% | +77.7% | +34.6% | +95.8% |
| All | +56.1% | +72.1% | -16.0% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling