+7.9%
CURE vs SPY
+80.9%
-72.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | -11.1% | -0.4% | -10.7% | -10.5% |
| 30D | -4.9% | -1.4% | -3.5% | -2.7% |
| 3M | +20.6% | +3.7% | +16.9% | +12.5% |
| 6M | +17.4% | +13.0% | +4.4% | -5.2% |
| YTD | +12.7% | +12.4% | +0.3% | -8.3% |
| 1Y | +53.2% | +18.5% | +34.7% | +13.9% |
| 3Y | +35.8% | +77.6% | -41.8% | -50.3% |
| All | +7.9% | +80.9% | -72.9% | -61.8% |
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