-91.6%
AIFU vs SPY
+18.1%
-109.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.9% | -14.3% | -14.4% |
| 7D | -42.8% | -0.8% | -42.0% | -42.2% |
| 30D | -70.8% | -1.1% | -69.7% | -70.2% |
| 3M | -81.0% | +3.9% | -84.8% | -81.2% |
| 6M | -71.9% | +13.6% | -85.5% | -74.0% |
| YTD | -80.0% | +12.7% | -92.6% | -80.8% |
| 1Y | -91.6% | +17.5% | -109.1% | -90.9% |
| All | -91.6% | +18.1% | -109.8% | -90.9% |
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