+4.4%
ANIX vs SPY
+78.4%
-73.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.7% |
| 7D | 0.0% | -0.6% | +0.6% | +0.9% |
| 30D | +5.5% | -3.7% | +9.2% | +10.6% |
| 3M | -5.8% | -2.7% | -3.1% | -2.4% |
| 6M | +2.0% | +2.2% | -0.2% | -0.4% |
| YTD | -1.9% | +10.8% | -12.8% | -12.5% |
| 1Y | -27.0% | +11.2% | -38.2% | -34.8% |
| 3Y | +4.4% | +76.5% | -72.0% | +15.6% |
| All | +4.4% | +78.4% | -73.9% | +15.6% |
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