+65.2%
BANX vs SPY
+82.3%
-17.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.2% |
| 7D | +0.8% | -0.8% | +1.6% | +1.0% |
| 30D | +2.5% | -1.1% | +3.6% | +2.8% |
| 3M | +10.5% | +3.9% | +6.6% | +9.4% |
| 6M | +12.7% | +13.6% | -0.9% | +8.9% |
| YTD | +2.5% | +12.7% | -10.2% | -0.7% |
| 1Y | +11.4% | +17.5% | -6.1% | +6.8% |
| 3Y | +78.8% | +76.9% | +1.9% | +54.4% |
| All | +65.2% | +82.3% | -17.1% | +41.4% |
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