+18.0%
ARQT vs SPY
+82.3%
-64.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.1% |
| 7D | -0.1% | -0.8% | +0.7% | +0.9% |
| 30D | -9.1% | -1.1% | -8.1% | -8.0% |
| 3M | -2.9% | +3.9% | -6.7% | -7.6% |
| 6M | -0.3% | +13.6% | -13.9% | -14.5% |
| YTD | -17.8% | +12.7% | -30.4% | -29.0% |
| 1Y | +35.0% | +17.5% | +17.5% | +10.9% |
| 3Y | +206.6% | +76.9% | +129.7% | +59.3% |
| All | +18.0% | +82.3% | -64.3% | -35.2% |
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 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