-42.7%
BEEM vs SPY
+17.2%
-60.0%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.9% |
| 7D | -2.8% | -2.0% | -0.8% | +2.5% |
| 30D | +19.0% | -1.7% | +20.6% | +24.0% |
| 3M | +24.3% | +4.7% | +19.6% | +8.1% |
| 6M | -12.7% | +12.5% | -25.2% | -36.4% |
| YTD | -8.0% | +11.7% | -19.7% | -31.7% |
| 1Y | -42.7% | +17.5% | -60.2% | -66.9% |
| All | -42.7% | +17.2% | -60.0% | -66.9% |
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