-99.3%
SRXH vs SPY
+77.0%
-176.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.1% | +1.3% |
| 7D | +5.3% | -0.8% | +6.1% | +5.9% |
| 30D | -13.6% | -1.1% | -12.5% | -12.9% |
| 3M | -78.4% | +3.9% | -82.3% | -79.4% |
| 6M | -81.1% | +13.6% | -94.7% | -83.2% |
| YTD | -88.1% | +12.7% | -100.8% | -89.4% |
| 1Y | -91.1% | +17.5% | -108.6% | -92.3% |
| 3Y | -99.3% | +76.9% | -176.2% | -99.6% |
| All | -99.3% | +77.0% | -176.3% | -99.6% |
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