-99.0%
BRZU vs SPY
+509.6%
-608.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -4.1% |
| 7D | +1.9% | -0.8% | +2.6% | +3.8% |
| 30D | +26.3% | -1.1% | +27.3% | +29.6% |
| 3M | +19.8% | +3.9% | +15.9% | +7.1% |
| 6M | -1.3% | +13.6% | -14.9% | -29.9% |
| YTD | +34.7% | +12.7% | +22.1% | -1.8% |
| 1Y | +56.8% | +17.5% | +39.3% | +1.9% |
| 3Y | +47.5% | +76.9% | -29.4% | -72.2% |
| 5Y | +42.5% | +83.6% | -41.0% | -80.0% |
| 10Y | -87.7% | +320.7% | -408.4% | -99.8% |
| All | -99.0% | +509.6% | -608.7% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling