-15.1%
BGDE vs SPY
+18.1%
-33.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.9% | +8.5% | +5.3% |
| 7D | -1.2% | -0.8% | -0.4% | +2.8% |
| 30D | +6.1% | -1.1% | +7.2% | +11.8% |
| 3M | -5.6% | +3.9% | -9.4% | -19.8% |
| 6M | +149.6% | +13.6% | +136.0% | +48.8% |
| YTD | +61.3% | +12.7% | +48.6% | +0.9% |
| 1Y | -15.1% | +17.5% | -32.6% | -34.3% |
| All | -15.1% | +18.1% | -33.3% | -34.3% |
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 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