+9.4%
ARQT vs SPY
+155.8%
-146.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.8% |
| 7D | 0.0% | -0.4% | +0.3% | +0.3% |
| 30D | -8.0% | -1.4% | -6.6% | -6.8% |
| 3M | +4.6% | +3.7% | +0.9% | +0.4% |
| 6M | -3.9% | +13.0% | -16.9% | -15.1% |
| YTD | -17.9% | +12.4% | -30.3% | -27.2% |
| 1Y | +33.0% | +18.5% | +14.4% | +11.7% |
| 3Y | +221.3% | +77.6% | +143.7% | +85.9% |
| 5Y | +7.1% | +81.7% | -74.6% | -38.6% |
| All | +9.4% | +155.8% | -146.4% | -48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling