+4.0%
BFRI vs SPY
+12.5%
-8.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.7% |
| 7D | +14.6% | +3.3% | +11.3% | +8.4% |
| 30D | +3.8% | -2.7% | +6.5% | +9.3% |
| 3M | -25.9% | -1.7% | -24.2% | -23.4% |
| 6M | -8.3% | +3.1% | -11.4% | -12.1% |
| YTD | +62.5% | +11.9% | +50.6% | +36.7% |
| All | +4.0% | +12.5% | -8.4% | -14.8% |
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