-18.1%
FWRD vs SPY
+12.3%
-30.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.4% | +3.7% | +1.7% |
| 7D | -3.7% | +0.1% | -3.7% | -3.1% |
| 30D | +12.9% | -3.3% | +16.2% | +20.6% |
| 3M | -8.8% | -2.4% | -6.4% | -4.3% |
| 6M | +78.8% | +2.6% | +76.3% | +71.0% |
| YTD | -29.4% | +11.2% | -40.6% | -43.0% |
| All | -18.1% | +12.3% | -30.5% | -34.2% |
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 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