+99.9%
ARHS vs SPY
+78.0%
+21.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.4% | +3.5% | +2.5% |
| 7D | +19.8% | +0.1% | +19.7% | +19.6% |
| 30D | +55.0% | -3.3% | +58.3% | +62.5% |
| 3M | +56.5% | -2.4% | +58.9% | +62.2% |
| 6M | +130.9% | +2.6% | +128.3% | +123.5% |
| YTD | +40.6% | +11.2% | +29.4% | +21.8% |
| 1Y | +60.2% | +13.4% | +46.8% | +34.8% |
| 3Y | +99.9% | +79.9% | +20.0% | -21.4% |
| All | +99.9% | +78.0% | +21.9% | -21.4% |
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 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