+43.6%
SUPV vs SPY
+18.1%
+25.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -4.9% |
| 7D | -3.3% | -0.8% | -2.5% | -1.4% |
| 30D | +2.7% | -1.1% | +3.7% | +5.3% |
| 3M | -21.9% | +3.9% | -25.8% | -30.6% |
| 6M | -8.1% | +13.6% | -21.7% | -39.0% |
| YTD | -28.1% | +12.7% | -40.8% | -50.5% |
| 1Y | +43.6% | +17.5% | +26.1% | -2.1% |
| All | +43.6% | +18.1% | +25.5% | -2.1% |
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