+53.2%
BAP vs SPY
+12.1%
+41.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +6.0% | +2.6% | +3.4% | +3.5% |
| 30D | -3.9% | -2.0% | -2.0% | -2.1% |
| 3M | -1.7% | -2.8% | +1.1% | +0.9% |
| 6M | +21.6% | +2.1% | +19.4% | +18.6% |
| YTD | +34.6% | +11.5% | +23.1% | +16.7% |
| 1Y | +53.2% | +13.5% | +39.7% | +30.5% |
| All | +53.2% | +12.1% | +41.1% | +30.5% |
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