+59.2%
BHRB vs SPY
+79.8%
-20.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | -1.4% | -2.0% | +0.6% | -0.3% |
| 30D | -2.1% | -1.7% | -0.5% | -1.3% |
| 3M | +9.0% | +4.7% | +4.3% | +6.3% |
| 6M | +15.4% | +12.5% | +2.9% | +8.3% |
| YTD | +17.6% | +11.7% | +5.9% | +10.8% |
| 1Y | +19.1% | +17.5% | +1.7% | +9.3% |
| 3Y | +64.3% | +76.6% | -12.2% | +31.7% |
| 5Y | +59.2% | +82.0% | -22.8% | +26.3% |
| All | +59.2% | +79.8% | -20.6% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling