-92.7%
BATL vs SPY
+157.5%
-250.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -1.5% |
| 7D | -7.6% | +0.1% | -7.7% | -7.6% |
| 30D | -25.7% | -3.3% | -22.4% | -24.3% |
| 3M | -42.7% | -2.4% | -40.3% | -42.1% |
| 6M | -74.0% | +2.6% | -76.6% | -75.2% |
| YTD | -33.6% | +11.2% | -44.9% | -42.6% |
| 1Y | -29.9% | +13.4% | -43.3% | -40.6% |
| 3Y | -89.1% | +79.9% | -168.9% | -94.5% |
| 5Y | -93.9% | +72.2% | -166.0% | -96.8% |
| All | -92.7% | +157.5% | -250.2% | -97.4% |
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 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