+4,954.9%
BALL vs SPY
+2,954.7%
+2,000.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.7% |
| 7D | -0.8% | -2.7% | +1.9% | +1.2% |
| 30D | +14.7% | -5.4% | +20.1% | +19.3% |
| 3M | +4.8% | -4.1% | +8.8% | +7.8% |
| 6M | +12.5% | +0.7% | +11.8% | +11.2% |
| YTD | +25.7% | +8.7% | +17.0% | +17.1% |
| 1Y | +38.2% | +10.9% | +27.3% | +26.4% |
| 3Y | +36.1% | +75.0% | -38.9% | -13.2% |
| 5Y | -22.1% | +67.8% | -89.9% | -48.7% |
| 10Y | +92.2% | +312.9% | -220.6% | -37.2% |
| All | +4,954.9% | +2,954.7% | +2,000.2% | +394.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling