-89.4%
AARD vs SPY
+27.7%
-117.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -3.6% |
| 7D | +36.9% | +3.3% | +33.6% | +29.0% |
| 30D | -62.4% | -2.7% | -59.7% | -58.8% |
| 3M | -76.9% | -1.7% | -75.1% | -75.1% |
| 6M | -75.1% | +3.1% | -78.2% | -74.6% |
| YTD | -88.4% | +11.9% | -100.3% | -89.4% |
| 1Y | -85.8% | +12.0% | -97.8% | -87.0% |
| All | -89.4% | +27.7% | -117.1% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling