-98.4%
BODI vs SPY
+82.3%
-180.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.6% | -6.9% |
| 7D | -9.0% | -0.8% | -8.2% | -8.1% |
| 30D | -18.3% | -1.1% | -17.2% | -17.1% |
| 3M | -44.0% | +3.9% | -47.9% | -46.5% |
| 6M | -52.1% | +13.6% | -65.7% | -59.1% |
| YTD | -49.5% | +12.7% | -62.2% | -56.4% |
| 1Y | -12.5% | +17.5% | -30.0% | -28.9% |
| 3Y | -72.5% | +76.9% | -149.4% | -87.7% |
| All | -98.4% | +82.3% | -180.6% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling