-28.8%
BBSI vs SPY
+18.1%
-46.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | +7.2% | -1.1% | +8.3% | +7.5% |
| 3M | -2.4% | +3.9% | -6.3% | -3.4% |
| 6M | +24.4% | +13.6% | +10.8% | +17.3% |
| YTD | -7.2% | +12.7% | -19.8% | -11.3% |
| 1Y | -28.8% | +17.5% | -46.3% | -35.6% |
| All | -28.8% | +18.1% | -46.9% | -35.6% |
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