-0.5%
SRVR vs SPY
+11.8%
-12.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +2.8% | +3.3% | -0.4% | -0.1% |
| 30D | -0.2% | -2.7% | +2.5% | +2.2% |
| 3M | -9.1% | -1.7% | -7.4% | -7.7% |
| 6M | -16.4% | +3.1% | -19.5% | -18.4% |
| YTD | +2.9% | +11.9% | -9.0% | -7.3% |
| 1Y | -0.5% | +12.0% | -12.5% | -10.3% |
| All | -0.5% | +11.8% | -12.3% | -10.3% |
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