+196.6%
BUI vs SPY
+308.5%
-111.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.1% | +3.3% | -1.2% | +0.1% |
| 30D | +2.4% | -2.7% | +5.1% | +4.0% |
| 3M | -1.1% | -1.7% | +0.7% | -0.1% |
| 6M | -0.3% | +3.1% | -3.3% | -2.4% |
| YTD | +8.6% | +11.9% | -3.3% | +0.8% |
| 1Y | +9.7% | +12.0% | -2.3% | +1.7% |
| 3Y | +73.3% | +78.2% | -4.9% | +17.1% |
| 5Y | +39.2% | +73.2% | -34.1% | -5.4% |
| All | +196.6% | +308.5% | -111.9% | +22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling