-72.2%
AARD vs SPY
+3.7%
-75.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +1.3% | +14.7% | +9.9% |
| 7D | +26.2% | -0.9% | +27.1% | +32.7% |
| 30D | -64.3% | -2.4% | -61.9% | -57.7% |
| 3M | -77.9% | -1.2% | -76.7% | -75.3% |
| 6M | -72.2% | +3.3% | -75.5% | -73.4% |
| All | -72.2% | +3.7% | -75.9% | -73.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling