+4.7%
BNDY vs SPY
+24.1%
-19.5%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.2% |
| 7D | -1.0% | -0.8% | -0.3% | -0.8% |
| 30D | -1.1% | -1.1% | 0.0% | -0.8% |
| 3M | -1.6% | +3.9% | -5.5% | -2.5% |
| 6M | -1.2% | +13.6% | -14.8% | -4.3% |
| YTD | -0.6% | +12.7% | -13.3% | -3.6% |
| 1Y | +1.2% | +17.5% | -16.3% | -2.4% |
| All | +4.7% | +24.1% | -19.5% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling