+226.5%
BDSX vs SPY
+18.1%
+208.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +2.7% |
| 7D | +3.0% | -0.8% | +3.8% | +3.8% |
| 30D | +11.3% | -1.1% | +12.4% | +12.7% |
| 3M | +82.2% | +3.9% | +78.3% | +76.6% |
| 6M | +41.4% | +13.6% | +27.8% | +28.4% |
| YTD | +296.5% | +12.7% | +283.9% | +253.6% |
| 1Y | +226.5% | +17.5% | +208.9% | +160.8% |
| All | +226.5% | +18.1% | +208.3% | +160.8% |
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 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