+50.7%
RVER vs SPY
+51.9%
-1.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.7% |
| 7D | +6.0% | +0.5% | +5.4% | +5.2% |
| 30D | +1.7% | -0.9% | +2.6% | +3.0% |
| 3M | +6.4% | +3.9% | +2.5% | +1.4% |
| 6M | +26.4% | +14.5% | +11.9% | +6.2% |
| YTD | +21.1% | +12.9% | +8.1% | +3.8% |
| 1Y | +16.0% | +19.4% | -3.4% | -7.4% |
| All | +50.7% | +51.9% | -1.3% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling