+43.8%
ANDE vs SPY
+80.4%
-36.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +7.4% | +0.1% | +7.2% | +7.3% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | -4.7% | +2.0% | -6.7% | -6.1% |
| 6M | +7.5% | +13.0% | -5.5% | -1.7% |
| YTD | +31.6% | +13.5% | +18.1% | +19.7% |
| 1Y | +69.5% | +20.0% | +49.5% | +47.1% |
| All | +43.8% | +80.4% | -36.6% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling