-43.5%
AENT vs SPY
+108.1%
-151.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.3% |
| 7D | +7.2% | -2.0% | +9.2% | +8.3% |
| 30D | -1.1% | -1.7% | +0.6% | -0.2% |
| 3M | +1.3% | +4.7% | -3.4% | -1.2% |
| 6M | -19.8% | +12.5% | -32.3% | -24.3% |
| YTD | -31.8% | +11.7% | -43.5% | -35.3% |
| 1Y | -20.9% | +17.5% | -38.4% | -26.6% |
| 3Y | +199.5% | +76.6% | +122.9% | +154.5% |
| 5Y | -43.3% | +82.0% | -125.3% | -52.0% |
| All | -43.5% | +108.1% | -151.5% | -53.1% |
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