+108.1%
BDL vs SPY
+14.6%
+93.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.1% | -2.1% |
| 7D | +20.2% | -0.7% | +21.0% | +20.7% |
| 30D | +39.1% | -1.0% | +40.1% | +39.8% |
| 3M | +50.9% | -0.3% | +51.2% | +51.2% |
| 6M | +104.8% | +7.3% | +97.4% | +95.5% |
| YTD | +122.1% | +13.3% | +108.8% | +105.4% |
| 1Y | +108.1% | +14.8% | +93.3% | +93.0% |
| All | +108.1% | +14.6% | +93.4% | +93.0% |
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