+37.6%
BILI vs SPY
+229.7%
-192.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.0% |
| 7D | -0.2% | -2.0% | +1.8% | +2.3% |
| 30D | -14.0% | -1.7% | -12.4% | -12.2% |
| 3M | -14.4% | +4.7% | -19.2% | -19.4% |
| 6M | -41.8% | +12.5% | -54.3% | -49.8% |
| YTD | -37.1% | +11.7% | -48.8% | -45.0% |
| 1Y | -37.5% | +17.5% | -55.0% | -48.4% |
| 3Y | +14.1% | +76.6% | -62.5% | -44.3% |
| 5Y | -81.5% | +82.0% | -163.5% | -90.8% |
| All | +37.6% | +229.7% | -192.1% | -59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling