+144.5%
ANDG vs SPY
+14.7%
+129.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +1.6% |
| 7D | +1.6% | +0.3% | +1.3% | +1.4% |
| 30D | +18.2% | +0.2% | +18.0% | +18.0% |
| 3M | +55.8% | +2.8% | +53.0% | +53.6% |
| 6M | +135.3% | +14.3% | +121.0% | +106.2% |
| YTD | +121.6% | +14.0% | +107.6% | +97.6% |
| All | +144.5% | +14.7% | +129.8% | +116.1% |
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