+61.1%
BLMN vs SPY
+13.0%
+48.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +1.3% |
| 7D | -6.7% | -0.9% | -5.8% | -5.7% |
| 30D | +16.6% | -2.4% | +19.0% | +20.1% |
| 3M | -8.0% | -1.2% | -6.9% | -6.9% |
| 6M | +22.2% | +3.3% | +18.9% | +14.5% |
| YTD | +65.8% | +12.3% | +53.5% | +39.5% |
| 1Y | +61.1% | +12.4% | +48.7% | +36.2% |
| All | +61.1% | +13.0% | +48.2% | +36.2% |
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