+162.1%
BBCA vs SPY
+204.7%
-42.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | +5.3% | +2.0% | +3.3% | +3.4% |
| 6M | +9.1% | +13.0% | -3.9% | -2.0% |
| YTD | +15.9% | +13.5% | +2.3% | +3.7% |
| 1Y | +27.7% | +20.0% | +7.7% | +8.9% |
| 3Y | +87.1% | +77.2% | +9.9% | +11.9% |
| 5Y | +81.9% | +81.9% | +0.1% | +5.3% |
| All | +162.1% | +204.7% | -42.5% | -7.0% |
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