-99.3%
BERZ vs SPY
+71.5%
-170.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +2.4% | -15.1% | -1.2% |
| 7D | -2.6% | +0.1% | -2.7% | +1.7% |
| 30D | +49.5% | -3.3% | +52.8% | +36.3% |
| 3M | +14.2% | -2.4% | +16.6% | +11.4% |
| 6M | +3.9% | +2.6% | +1.3% | +44.0% |
| YTD | -56.8% | +11.2% | -68.1% | -1.6% |
| 1Y | -59.1% | +13.4% | -72.5% | +6.4% |
| 3Y | -97.9% | +79.9% | -177.8% | -1.1% |
| 5Y | -99.3% | +72.2% | -171.5% | -21.3% |
| All | -99.3% | +71.5% | -170.8% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling