-12.4%
BBGI vs SPY
+77.0%
-89.3%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.5% |
| 7D | -8.3% | -0.8% | -7.5% | -7.6% |
| 30D | -26.6% | -1.1% | -25.5% | -25.8% |
| 3M | -32.2% | +3.9% | -36.1% | -34.6% |
| 6M | +307.9% | +13.6% | +294.3% | +264.9% |
| YTD | +218.4% | +12.7% | +205.7% | +186.0% |
| 1Y | +211.5% | +17.5% | +194.0% | +179.8% |
| 3Y | -12.4% | +76.9% | -89.3% | -15.7% |
| All | -12.4% | +77.0% | -89.3% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling