-8.8%
BLLN vs SPY
+14.8%
-23.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.6% |
| 7D | +6.6% | +0.1% | +6.5% | +6.4% |
| 30D | -33.7% | +0.1% | -33.8% | -33.7% |
| 3M | -5.0% | +2.0% | -7.0% | -7.5% |
| 6M | +23.0% | +13.0% | +9.9% | -3.5% |
| YTD | +21.4% | +13.5% | +7.9% | -6.5% |
| All | -8.8% | +14.8% | -23.6% | -35.2% |
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