-23.3%
FWRD vs SPY
+11.8%
-35.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | +0.2% |
| 7D | +1.4% | +3.3% | -1.9% | -4.5% |
| 30D | +10.1% | -2.7% | +12.8% | +16.1% |
| 3M | -12.0% | -1.7% | -10.2% | -9.0% |
| 6M | +86.7% | +3.1% | +83.6% | +76.5% |
| YTD | -31.4% | +11.9% | -43.3% | -45.3% |
| 1Y | -23.3% | +12.0% | -35.3% | -38.7% |
| All | -23.3% | +11.8% | -35.0% | -38.7% |
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