-36.6%
AARD vs SPY
+20.8%
-57.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -4.9% |
| 7D | -7.1% | +0.1% | -7.2% | -7.5% |
| 30D | -28.5% | +0.1% | -28.5% | -28.2% |
| 3M | +36.5% | +2.0% | +34.6% | +32.0% |
| 6M | -4.6% | +13.0% | -17.6% | -24.9% |
| YTD | -59.0% | +13.5% | -72.6% | -68.0% |
| 1Y | -36.6% | +20.0% | -56.6% | -44.0% |
| All | -36.6% | +20.8% | -57.5% | -44.0% |
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