-70.8%
BODI vs SPY
+75.5%
-146.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -3.8% | -2.0% | -1.8% | -1.8% |
| 30D | -11.8% | -1.7% | -10.1% | -10.2% |
| 3M | -40.9% | +4.7% | -45.6% | -43.3% |
| 6M | -33.4% | +12.5% | -45.9% | -40.2% |
| YTD | -46.4% | +11.7% | -58.2% | -51.5% |
| 1Y | -5.3% | +17.5% | -22.8% | -18.5% |
| All | -70.8% | +75.5% | -146.3% | -82.2% |
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 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