-63.1%
ANTX vs SPY
+78.0%
-141.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -4.4% | -2.0% | -2.4% | -2.8% |
| 30D | -3.1% | -1.7% | -1.4% | -1.7% |
| 3M | +35.5% | +4.7% | +30.7% | +30.8% |
| 6M | +4.2% | +12.5% | -8.3% | -5.0% |
| YTD | +399.1% | +11.7% | +387.4% | +356.3% |
| 1Y | +362.6% | +17.5% | +345.1% | +306.2% |
| 3Y | -63.5% | +76.6% | -140.1% | -77.7% |
| All | -63.1% | +78.0% | -141.0% | -78.0% |
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