+182.6%
BANX vs SPY
+322.5%
-139.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.4% |
| 7D | +0.8% | -0.8% | +1.6% | +1.2% |
| 30D | +2.5% | -1.1% | +3.6% | +3.0% |
| 3M | +10.5% | +3.9% | +6.6% | +8.4% |
| 6M | +12.7% | +13.6% | -0.9% | +5.8% |
| YTD | +2.5% | +12.7% | -10.2% | -3.4% |
| 1Y | +11.4% | +17.5% | -6.1% | +2.8% |
| 3Y | +78.8% | +76.9% | +1.9% | +32.7% |
| 5Y | +65.6% | +83.6% | -18.0% | +18.6% |
| All | +182.6% | +322.5% | -139.9% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling