-5.6%
BGDE vs SPY
+5.1%
-10.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-06-11 to 2026-09-11.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.9% | +8.5% | +5.8% |
| 7D | -1.2% | -0.8% | -0.4% | +2.1% |
| 30D | +6.1% | -1.1% | +7.2% | +10.6% |
| 3M | -5.6% | +3.9% | -9.4% | -19.9% |
| All | -5.6% | +5.1% | -10.7% | -19.9% |
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 2026-06-11 to 2026-09-11: 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…
2026-06-11 to 2026-09-11 analysis · Full analysis span regression · Available span rolling