-99.9%
AHT vs SPY
+1,025.0%
-1,124.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.4% | -3.5% | -1.3% |
| 7D | -8.3% | -4.7% | -3.6% | -1.1% |
| 30D | +9.5% | -5.9% | +15.4% | +20.2% |
| 3M | -25.0% | -4.5% | -20.5% | -19.6% |
| 6M | -17.6% | +1.8% | -19.4% | -20.3% |
| YTD | -43.0% | +8.3% | -51.3% | -50.3% |
| 1Y | -46.7% | +9.3% | -56.1% | -54.1% |
| 3Y | -90.7% | +74.9% | -165.5% | -96.3% |
| 5Y | -98.4% | +67.3% | -165.7% | -99.3% |
| 10Y | -99.9% | +311.6% | -411.5% | -100.0% |
| All | -99.9% | +1,025.0% | -1,124.9% | -100.0% |
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