+6,722.7%
BBSI vs SPY
+2,968.3%
+3,754.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -3.5% | -0.4% | -3.1% | -3.3% |
| 30D | +1.0% | -1.4% | +2.4% | +1.8% |
| 3M | -3.4% | +3.7% | -7.1% | -5.8% |
| 6M | +15.1% | +13.0% | +2.1% | +6.4% |
| YTD | -9.4% | +12.4% | -21.8% | -16.0% |
| 1Y | -30.1% | +18.5% | -48.6% | -37.2% |
| 3Y | +40.5% | +77.6% | -37.1% | -1.1% |
| 5Y | +78.3% | +81.7% | -3.4% | +22.8% |
| 10Y | +223.5% | +319.7% | -96.2% | +45.5% |
| All | +6,722.7% | +2,968.3% | +3,754.4% | +1,111.8% |
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