-30.6%
ARDT vs SPY
+39.7%
-70.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.1% |
| 7D | +2.2% | -0.4% | +2.6% | +2.4% |
| 30D | +0.8% | -1.4% | +2.2% | +1.8% |
| 3M | +18.5% | +3.7% | +14.8% | +14.9% |
| 6M | +21.6% | +13.0% | +8.6% | +10.0% |
| YTD | +26.3% | +12.4% | +13.9% | +14.8% |
| 1Y | -17.3% | +18.5% | -35.8% | -26.9% |
| All | -30.6% | +39.7% | -70.3% | -46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling