+29.5%
AII vs SPY
+14.6%
+14.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.7% | -1.2% |
| 7D | +4.0% | -0.7% | +4.7% | +4.2% |
| 30D | +14.3% | -1.0% | +15.3% | +14.4% |
| 3M | +39.2% | -0.3% | +39.6% | +39.2% |
| 6M | +53.8% | +7.3% | +46.5% | +47.7% |
| YTD | +47.6% | +13.3% | +34.3% | +36.6% |
| 1Y | +29.5% | +14.8% | +14.7% | +17.1% |
| All | +29.5% | +14.6% | +14.8% | +17.1% |
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 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