+146.2%
ARDX vs SPY
+72.9%
+73.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | -1.1% |
| 7D | -3.3% | +0.1% | -3.4% | -3.0% |
| 30D | -10.7% | -3.3% | -7.3% | -6.8% |
| 3M | -26.7% | -2.4% | -24.3% | -24.4% |
| 6M | -56.8% | +2.6% | -59.3% | -58.3% |
| YTD | -49.7% | +11.2% | -61.0% | -56.0% |
| 1Y | -47.6% | +13.4% | -61.0% | -55.2% |
| 3Y | -17.7% | +79.9% | -97.6% | -62.4% |
| All | +146.2% | +72.9% | +73.4% | +15.4% |
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 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