+62.1%
AQNB vs SPY
+197.9%
-135.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +0.3% | -2.0% | +2.3% | +1.0% |
| 30D | +2.4% | -1.7% | +4.1% | +3.0% |
| 3M | +2.6% | +4.7% | -2.1% | +1.0% |
| 6M | +4.8% | +12.5% | -7.7% | +0.5% |
| YTD | +7.0% | +11.7% | -4.7% | +2.9% |
| 1Y | +7.8% | +17.5% | -9.7% | +1.8% |
| 3Y | +32.8% | +76.6% | -43.7% | +6.3% |
| 5Y | +30.2% | +82.0% | -51.9% | +1.4% |
| All | +62.1% | +197.9% | -135.9% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling