+74.9%
ARTY vs SPY
+21.3%
+53.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | -0.8% |
| 7D | -1.8% | +0.3% | -2.1% | -2.4% |
| 30D | +1.6% | +0.2% | +1.3% | +1.1% |
| 3M | -7.0% | +2.8% | -9.8% | -11.9% |
| 6M | +54.6% | +14.3% | +40.4% | +18.5% |
| YTD | +54.4% | +14.0% | +40.5% | +19.4% |
| All | +74.9% | +21.3% | +53.6% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling