-6.8%
SLVM vs SPY
+11.9%
-18.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.7% |
| 7D | +20.2% | -0.6% | +20.8% | +20.6% |
| 30D | +16.9% | -3.7% | +20.6% | +19.8% |
| 3M | -4.0% | -2.7% | -1.2% | -2.4% |
| 6M | -4.7% | +2.2% | -6.9% | -6.4% |
| YTD | -17.0% | +10.8% | -27.8% | -23.4% |
| 1Y | -6.8% | +11.2% | -18.0% | -13.7% |
| All | -6.8% | +11.9% | -18.7% | -13.7% |
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