-65.0%
AARD vs SPY
+27.5%
-92.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.0% |
| 7D | -12.6% | -2.0% | -10.6% | -9.1% |
| 30D | -30.3% | -1.7% | -28.7% | -27.8% |
| 3M | +44.0% | +4.7% | +39.2% | +36.4% |
| 6M | -13.5% | +12.5% | -26.0% | -24.6% |
| YTD | -61.8% | +11.7% | -73.6% | -66.3% |
| 1Y | -37.4% | +17.5% | -54.9% | -47.6% |
| All | -65.0% | +27.5% | -92.5% | -73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling