-83.2%
FWRD vs SPY
+72.1%
-155.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.9% |
| 7D | +4.5% | +2.6% | +1.9% | +0.6% |
| 30D | +12.0% | -2.0% | +14.0% | +15.8% |
| 3M | -13.9% | -2.8% | -11.1% | -10.1% |
| 6M | +99.0% | +2.1% | +96.8% | +93.7% |
| YTD | -30.4% | +11.5% | -41.9% | -40.1% |
| 1Y | -18.1% | +13.5% | -31.5% | -31.2% |
| 3Y | -72.7% | +77.7% | -150.4% | -86.1% |
| All | -83.2% | +72.1% | -155.3% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling