-42.8%
ARDX vs SPY
+17.9%
-60.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | 0.0% | -0.4% | +0.4% | +0.2% |
| 30D | -5.0% | -1.4% | -3.6% | -4.0% |
| 3M | -32.1% | +3.7% | -35.8% | -34.6% |
| 6M | -38.4% | +13.0% | -51.4% | -47.2% |
| YTD | -34.8% | +12.4% | -47.2% | -44.3% |
| All | -42.8% | +17.9% | -60.7% | -52.3% |
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