+60.6%
BTU vs SPY
+21.3%
+39.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.0% | -7.1% | -6.5% |
| 7D | -6.1% | +0.3% | -6.4% | -6.2% |
| 30D | +24.0% | +0.2% | +23.8% | +23.8% |
| 3M | -7.9% | +2.8% | -10.7% | -9.0% |
| 6M | -20.3% | +14.3% | -34.5% | -19.0% |
| YTD | -6.1% | +14.0% | -20.1% | -4.8% |
| All | +60.6% | +21.3% | +39.3% | +66.4% |
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