+220.6%
BEG vs SPY
+12.5%
+208.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.6% | -7.7% | -3.5% |
| 7D | +18.1% | -2.0% | +20.1% | +37.5% |
| 30D | +38.4% | -1.7% | +40.1% | +59.5% |
| 3M | -19.4% | +4.7% | -24.1% | -36.4% |
| 6M | +38.8% | +12.5% | +26.3% | -26.8% |
| YTD | +239.4% | +11.7% | +227.7% | +98.6% |
| All | +220.6% | +12.5% | +208.1% | +76.6% |
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