+5,526.7%
BTO vs SPY
+2,817.8%
+2,708.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -1.5% | +0.1% | -1.5% | -1.6% |
| 3M | +10.7% | +2.0% | +8.7% | +8.0% |
| 6M | +15.6% | +13.0% | +2.6% | +1.0% |
| YTD | +18.7% | +13.5% | +5.1% | +3.1% |
| 1Y | +14.0% | +20.0% | -5.9% | -6.7% |
| 3Y | +86.0% | +77.2% | +8.8% | -0.3% |
| 5Y | +37.6% | +81.9% | -44.3% | -29.0% |
| 10Y | +176.2% | +314.1% | -137.9% | -36.0% |
| All | +5,526.7% | +2,817.8% | +2,708.9% | +126.5% |
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