+19.7%
BEDY vs SPY
+12.8%
+6.9%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.2% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | -1.2% | -1.1% | -0.1% | -0.6% |
| 3M | +5.0% | +3.9% | +1.1% | +2.7% |
| 6M | +14.1% | +13.6% | +0.5% | +5.6% |
| YTD | +17.5% | +12.7% | +4.8% | +8.9% |
| All | +19.7% | +12.8% | +6.9% | +10.9% |
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