+135.4%
SHIP vs SPY
+19.4%
+116.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.9% |
| 7D | +1.4% | +0.5% | +0.9% | +0.9% |
| 30D | +8.4% | -0.9% | +9.3% | +9.3% |
| 3M | +20.3% | +3.9% | +16.4% | +15.6% |
| 6M | +41.8% | +14.5% | +27.3% | +20.8% |
| YTD | +104.1% | +12.9% | +91.1% | +75.7% |
| 1Y | +135.4% | +19.4% | +116.0% | +90.9% |
| All | +135.4% | +19.4% | +116.0% | +90.9% |
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