-3.0%
EVER vs SPY
+18.1%
-21.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.5% |
| 7D | -3.7% | -0.8% | -3.0% | -3.2% |
| 30D | -2.5% | -1.1% | -1.5% | -1.8% |
| 3M | +20.9% | +3.9% | +17.0% | +17.2% |
| 6M | +51.2% | +13.6% | +37.6% | +33.6% |
| YTD | -11.2% | +12.7% | -23.9% | -19.8% |
| 1Y | -3.0% | +17.5% | -20.5% | -17.2% |
| All | -3.0% | +18.1% | -21.1% | -17.2% |
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 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