+93.9%
BBIN vs SPY
+168.0%
-74.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.4% |
| 7D | -1.4% | -0.8% | -0.6% | -0.8% |
| 30D | -1.4% | -1.1% | -0.4% | -0.6% |
| 3M | +3.2% | +3.9% | -0.7% | +0.1% |
| 6M | +8.9% | +13.6% | -4.7% | -1.5% |
| YTD | +12.8% | +12.7% | +0.1% | +2.7% |
| 1Y | +18.2% | +17.5% | +0.7% | +4.1% |
| 3Y | +65.3% | +76.9% | -11.6% | +4.2% |
| 5Y | +55.0% | +83.6% | -28.6% | -5.9% |
| All | +93.9% | +168.0% | -74.1% | -15.4% |
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