-97.1%
IVF vs SPY
+11.8%
-108.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.6% |
| 7D | +32.3% | +3.3% | +29.0% | +37.2% |
| 30D | +4.9% | -2.7% | +7.6% | -2.1% |
| 3M | -33.5% | -1.7% | -31.8% | -36.5% |
| 6M | -57.6% | +3.1% | -60.7% | -54.7% |
| YTD | -82.2% | +11.9% | -94.1% | -84.1% |
| 1Y | -97.1% | +12.0% | -109.0% | -97.3% |
| All | -97.1% | +11.8% | -108.8% | -97.3% |
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