-48.2%
BCARU vs SPY
+21.0%
-69.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.5% | +0.7% | -26.1% | -24.9% |
| 7D | -54.1% | +3.7% | -57.8% | -51.5% |
| 30D | -54.1% | +3.7% | -57.8% | -51.5% |
| 3M | -56.5% | +3.0% | -59.5% | -54.0% |
| 6M | -52.0% | +13.0% | -65.0% | -49.0% |
| YTD | -49.4% | +13.7% | -63.0% | -46.3% |
| All | -48.2% | +21.0% | -69.2% | -45.2% |
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