-54.6%
ASTH vs SPY
+67.0%
-121.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | +3.3% |
| 7D | +6.5% | -4.7% | +11.3% | +12.4% |
| 30D | +5.4% | -5.9% | +11.3% | +12.8% |
| 3M | +8.9% | -4.5% | +13.4% | +14.5% |
| 6M | +10.9% | +1.8% | +9.1% | +7.8% |
| YTD | +57.2% | +8.3% | +48.9% | +41.9% |
| 1Y | +17.4% | +9.3% | +8.0% | +4.6% |
| 3Y | +22.0% | +74.9% | -52.8% | -43.9% |
| 5Y | -54.6% | +67.3% | -121.9% | -75.2% |
| All | -54.6% | +67.0% | -121.6% | -75.2% |
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