-61.4%
ANY vs SPY
+19.4%
-80.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.2% | +6.8% |
| 7D | +8.9% | +0.5% | +8.3% | +7.9% |
| 30D | +16.7% | -0.9% | +17.6% | +19.5% |
| 3M | -28.8% | +3.9% | -32.7% | -34.6% |
| 6M | +38.4% | +14.5% | +23.9% | +3.5% |
| YTD | -17.8% | +12.9% | -30.7% | -35.9% |
| 1Y | -61.4% | +19.4% | -80.8% | -70.7% |
| All | -61.4% | +19.4% | -80.8% | -70.7% |
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