+73.0%
ANRO vs SPY
+61.1%
+11.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +1.4% |
| 7D | +1.7% | +0.5% | +1.2% | +1.1% |
| 30D | +24.9% | -0.9% | +25.8% | +26.3% |
| 3M | +96.3% | +3.9% | +92.4% | +87.7% |
| 6M | +72.5% | +14.5% | +58.0% | +48.6% |
| YTD | +101.2% | +12.9% | +88.3% | +75.6% |
| 1Y | +820.6% | +19.4% | +801.2% | +675.9% |
| All | +73.0% | +61.1% | +11.8% | +46.8% |
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