-7.9%
BATT vs SPY
+216.8%
-224.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +2.1% | +0.1% | +2.1% | +2.1% |
| 3M | -9.0% | +2.0% | -11.0% | -10.6% |
| 6M | +0.3% | +13.0% | -12.7% | -11.3% |
| YTD | +12.6% | +13.5% | -1.0% | -0.7% |
| 1Y | +44.9% | +20.0% | +24.9% | +21.0% |
| 3Y | +37.3% | +77.2% | -39.9% | -24.3% |
| 5Y | +1.2% | +81.9% | -80.7% | -45.4% |
| All | -7.9% | +216.8% | -224.7% | -70.8% |
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