-96.7%
BEZ vs SPY
+11.0%
-107.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.7% | +11.4% | +27.0% |
| 7D | +21.6% | -0.7% | +22.3% | +13.9% |
| 30D | +61.7% | -1.0% | +62.8% | +57.7% |
| 3M | -26.3% | -0.3% | -26.0% | -22.2% |
| 6M | -64.8% | +7.3% | -72.1% | -6.0% |
| All | -96.7% | +11.0% | -107.7% | -87.7% |
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