+116.7%
BTE vs SPY
+20.8%
+95.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.6% |
| 30D | +18.8% | +0.1% | +18.8% | +18.8% |
| 3M | -4.0% | +2.0% | -6.0% | -3.6% |
| 6M | +23.0% | +13.0% | +10.0% | +22.5% |
| YTD | +51.6% | +13.5% | +38.0% | +50.1% |
| 1Y | +116.7% | +20.0% | +96.7% | +119.4% |
| All | +116.7% | +20.8% | +95.8% | +119.4% |
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 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