-43.8%
ANIX vs SPY
+81.0%
-124.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -9.6% | -0.4% | -9.2% | -9.3% |
| 30D | -12.9% | -1.4% | -11.5% | -11.7% |
| 3M | +17.9% | +3.7% | +14.2% | +13.4% |
| 6M | -5.0% | +13.0% | -18.0% | -15.7% |
| YTD | -9.3% | +12.4% | -21.7% | -19.0% |
| 1Y | -5.0% | +18.5% | -23.6% | -18.5% |
| 3Y | -16.5% | +77.6% | -94.1% | -48.9% |
| 5Y | -43.8% | +81.7% | -125.5% | -65.4% |
| All | -43.8% | +81.0% | -124.8% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling