-75.2%
AIB vs SPY
+14.9%
-90.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.2% | +1.7% | -18.9% | -23.2% |
| 7D | -35.1% | -0.7% | -34.4% | -33.7% |
| 30D | -55.6% | -1.0% | -54.5% | -53.9% |
| 3M | -65.6% | -0.3% | -65.2% | -64.5% |
| 6M | -41.0% | +7.3% | -48.3% | -50.9% |
| All | -75.2% | +14.9% | -90.1% | -84.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling