+41.4%
SRVR vs SPY
+214.6%
-173.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.4% |
| 30D | -2.1% | -3.7% | +1.6% | +0.9% |
| 3M | -7.2% | -2.7% | -4.5% | -5.0% |
| 6M | -16.3% | +2.2% | -18.5% | -17.8% |
| YTD | +2.9% | +10.8% | -8.0% | -5.2% |
| 1Y | -2.3% | +11.2% | -13.5% | -10.3% |
| 3Y | +17.6% | +76.5% | -58.8% | -27.3% |
| 5Y | -19.2% | +72.9% | -92.1% | -49.4% |
| All | +41.4% | +214.6% | -173.2% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling