+69.0%
BELFB vs SPY
+18.1%
+50.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.2% | +1.4% |
| 7D | +2.7% | -0.8% | +3.5% | +4.2% |
| 30D | -15.0% | -1.1% | -13.9% | -13.3% |
| 3M | -15.6% | +3.9% | -19.4% | -21.1% |
| 6M | +24.7% | +13.6% | +11.1% | -1.1% |
| YTD | +47.7% | +12.7% | +35.1% | +19.3% |
| 1Y | +69.0% | +17.5% | +51.5% | +22.0% |
| All | +69.0% | +18.1% | +50.9% | +22.0% |
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