-71.6%
BULG vs SPY
+20.8%
-92.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -3.6% |
| 7D | +6.2% | +0.1% | +6.1% | +6.5% |
| 30D | +63.8% | +0.1% | +63.7% | +65.5% |
| 3M | +113.8% | +2.0% | +111.8% | +102.1% |
| 6M | +83.2% | +13.0% | +70.2% | +10.2% |
| YTD | 0.0% | +13.5% | -13.5% | -38.5% |
| 1Y | -71.6% | +20.0% | -91.6% | -85.5% |
| All | -71.6% | +20.8% | -92.4% | -85.5% |
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 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