-84.3%
BATL vs SPY
+81.8%
-166.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.9% | +2.4% |
| 7D | -3.6% | +0.5% | -4.2% | -3.7% |
| 30D | +0.8% | -0.9% | +1.7% | +0.8% |
| 3M | -2.9% | +3.9% | -6.8% | -3.8% |
| 6M | -94.1% | +14.5% | -108.6% | -94.4% |
| YTD | +16.8% | +12.9% | +3.9% | +11.3% |
| 1Y | +24.5% | +19.4% | +5.2% | +14.6% |
| 3Y | -79.2% | +78.5% | -157.7% | -85.5% |
| 5Y | -84.3% | +81.8% | -166.1% | -89.9% |
| All | -84.3% | +81.8% | -166.1% | -89.9% |
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 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