+8.2%
EVER vs SPY
+79.8%
-71.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | -7.2% | -2.0% | -5.2% | -4.9% |
| 30D | -6.4% | -1.7% | -4.7% | -4.5% |
| 3M | +18.5% | +4.7% | +13.8% | +11.2% |
| 6M | +48.4% | +12.5% | +35.9% | +26.4% |
| YTD | -13.0% | +11.7% | -24.7% | -25.0% |
| 1Y | +1.0% | +17.5% | -16.4% | -18.4% |
| 3Y | +288.9% | +76.6% | +212.3% | +87.9% |
| 5Y | +8.2% | +82.0% | -73.8% | -49.7% |
| All | +8.2% | +79.8% | -71.5% | -49.7% |
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