+44.2%
GEVG vs SPY
+14.3%
+29.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +1.7% |
| 7D | +6.4% | +0.1% | +6.3% | +6.0% |
| 30D | -16.4% | +0.1% | -16.5% | -16.3% |
| 3M | -14.4% | +2.0% | -16.4% | -19.1% |
| 6M | +2.4% | +13.0% | -10.6% | -32.0% |
| YTD | +62.2% | +13.5% | +48.7% | -0.5% |
| All | +44.2% | +14.3% | +29.9% | -14.9% |
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