-87.4%
BATL vs SPY
+162.8%
-250.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -0.8% | +0.1% | -0.8% | -0.9% |
| 3M | -7.9% | +2.0% | -9.8% | -10.6% |
| 6M | -93.1% | +13.0% | -106.1% | -94.0% |
| YTD | +14.2% | +13.5% | +0.6% | -2.2% |
| 1Y | +19.4% | +20.0% | -0.5% | -3.3% |
| 3Y | -78.1% | +77.2% | -155.3% | -88.6% |
| 5Y | -88.7% | +81.9% | -170.6% | -94.4% |
| All | -87.4% | +162.8% | -250.3% | -95.5% |
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 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