-16.3%
ARDT vs SPY
+17.2%
-33.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.6% |
| 7D | +1.3% | -2.0% | +3.3% | +3.5% |
| 30D | -0.6% | -1.7% | +1.0% | +1.1% |
| 3M | +17.0% | +4.7% | +12.2% | +9.8% |
| 6M | +20.6% | +12.5% | +8.1% | +1.9% |
| YTD | +23.4% | +11.7% | +11.7% | +5.1% |
| 1Y | -16.3% | +17.5% | -33.8% | -25.3% |
| All | -16.3% | +17.2% | -33.6% | -25.3% |
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