-95.2%
AIRE vs SPY
+17.1%
-112.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +1.0% |
| 7D | -5.1% | -2.0% | -3.1% | +0.5% |
| 30D | -1.3% | -1.7% | +0.3% | +3.7% |
| 3M | -25.1% | +4.7% | -29.9% | -35.7% |
| 6M | -80.1% | +12.5% | -92.6% | -86.5% |
| YTD | -85.7% | +11.7% | -97.4% | -89.9% |
| All | -95.2% | +17.1% | -112.3% | -96.2% |
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