-4.2%
BEX vs SPY
+11.8%
-16.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.4% | +2.4% | +22.0% | +4.6% |
| 7D | -8.3% | +0.1% | -8.4% | -4.6% |
| 30D | -58.6% | -3.3% | -55.3% | -37.4% |
| 3M | -40.6% | -2.4% | -38.2% | -13.9% |
| 6M | -72.1% | +2.6% | -74.6% | -67.8% |
| YTD | +61.8% | +11.2% | +50.5% | +10.3% |
| All | -4.2% | +11.8% | -16.0% | -41.2% |
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