-17.9%
ARDX vs SPY
+78.7%
-96.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.3% |
| 7D | +0.3% | +0.5% | -0.3% | -0.3% |
| 30D | -5.8% | -0.9% | -4.8% | -4.9% |
| 3M | -31.9% | +3.9% | -35.8% | -34.7% |
| 6M | -39.1% | +14.5% | -53.6% | -47.3% |
| YTD | -35.3% | +12.9% | -48.3% | -43.3% |
| 1Y | -42.8% | +19.4% | -62.2% | -52.6% |
| 3Y | -17.9% | +78.5% | -96.3% | -67.2% |
| All | -17.9% | +78.7% | -96.6% | -67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling