+4.1%
BBHM vs SPY
+14.1%
-10.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.5% | -2.0% | -1.6% | -1.5% |
| 30D | -7.0% | -1.7% | -5.4% | -5.3% |
| 3M | +2.6% | +4.7% | -2.1% | -2.3% |
| 6M | +1.9% | +12.5% | -10.6% | -10.6% |
| YTD | +1.3% | +11.7% | -10.4% | -10.2% |
| All | +4.1% | +14.1% | -10.0% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling