+23.7%
BHC vs SPY
+14.6%
+9.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +0.7% |
| 7D | +20.5% | -0.7% | +21.2% | +21.4% |
| 30D | +41.6% | -1.0% | +42.6% | +43.1% |
| 3M | +29.5% | -0.3% | +29.8% | +29.9% |
| 6M | +50.8% | +7.3% | +43.5% | +37.0% |
| YTD | +20.0% | +13.3% | +6.7% | +1.3% |
| 1Y | +23.7% | +14.8% | +9.0% | +3.9% |
| All | +23.7% | +14.6% | +9.1% | +3.9% |
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 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