+389.6%
BE vs SPY
+18.8%
+370.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -0.9% |
| 7D | +23.9% | -0.4% | +24.3% | +25.7% |
| 30D | +27.8% | -1.4% | +29.2% | +35.8% |
| 3M | +3.7% | +3.7% | 0.0% | -8.7% |
| 6M | +78.0% | +13.0% | +65.0% | +11.5% |
| YTD | +209.9% | +12.4% | +197.5% | +100.9% |
| 1Y | +389.6% | +18.5% | +371.1% | +130.6% |
| All | +389.6% | +18.8% | +370.8% | +130.6% |
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