-88.9%
AARD vs SPY
+28.2%
-117.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.3% | +14.7% | +13.2% |
| 7D | +26.2% | -0.9% | +27.1% | +30.1% |
| 30D | -64.3% | -2.4% | -61.9% | -61.2% |
| 3M | -77.9% | -1.2% | -76.7% | -76.5% |
| 6M | -72.2% | +3.3% | -75.5% | -71.8% |
| YTD | -87.9% | +12.3% | -100.2% | -89.0% |
| 1Y | -85.6% | +12.4% | -98.1% | -86.9% |
| All | -88.9% | +28.2% | -117.1% | -91.4% |
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