-43.8%
BAER vs SPY
+18.8%
-62.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.1% |
| 7D | +2.8% | -0.4% | +3.2% | +3.5% |
| 30D | -20.4% | -1.4% | -19.1% | -18.5% |
| 3M | -41.7% | +3.7% | -45.4% | -46.2% |
| 6M | -49.5% | +13.0% | -62.5% | -60.9% |
| YTD | -40.4% | +12.4% | -52.8% | -53.1% |
| 1Y | -43.8% | +18.5% | -62.3% | -62.9% |
| All | -43.8% | +18.8% | -62.6% | -62.9% |
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