+12.9%
RSVR vs SPY
+18.8%
-5.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -3.1% |
| 7D | -9.6% | -0.4% | -9.3% | -9.5% |
| 30D | -11.0% | -1.4% | -9.6% | -10.7% |
| 3M | -13.0% | +3.7% | -16.7% | -13.7% |
| 6M | -10.1% | +13.0% | -23.1% | -14.6% |
| YTD | +17.0% | +12.4% | +4.6% | +11.1% |
| 1Y | +12.9% | +18.5% | -5.6% | +2.3% |
| All | +12.9% | +18.8% | -5.8% | +2.3% |
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