+23.2%
ARDC vs SPY
+81.8%
-58.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -0.8% | +0.5% | -1.4% | -1.0% |
| 30D | -0.1% | -0.9% | +0.9% | +0.3% |
| 3M | +1.3% | +3.9% | -2.6% | -0.4% |
| 6M | +6.3% | +14.5% | -8.2% | +0.4% |
| YTD | -0.7% | +12.9% | -13.6% | -5.7% |
| 1Y | -8.2% | +19.4% | -27.5% | -14.8% |
| 3Y | +29.9% | +78.5% | -48.6% | +0.6% |
| 5Y | +23.2% | +81.8% | -58.6% | -7.6% |
| All | +23.2% | +81.8% | -58.6% | -7.6% |
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