-10.1%
ARTV vs SPY
+41.3%
-51.4%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.1% |
| 7D | -4.6% | -0.4% | -4.2% | -4.1% |
| 30D | -3.8% | -1.4% | -2.5% | -1.9% |
| 3M | +48.4% | +3.7% | +44.7% | +40.1% |
| 6M | +89.0% | +13.0% | +76.0% | +58.6% |
| YTD | +151.5% | +12.4% | +139.1% | +111.8% |
| 1Y | +288.1% | +18.5% | +269.6% | +206.1% |
| All | -10.1% | +41.3% | -51.4% | -33.9% |
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