+422.7%
BUUU vs SPY
+20.8%
+401.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.4% | +9.6% | +9.7% |
| 7D | +20.6% | +0.1% | +20.4% | +20.4% |
| 30D | +33.3% | +0.1% | +33.2% | +33.1% |
| 3M | +111.1% | +2.0% | +109.1% | +107.0% |
| 6M | +176.8% | +13.0% | +163.8% | +124.5% |
| YTD | +438.9% | +13.5% | +425.4% | +332.1% |
| 1Y | +422.7% | +20.0% | +402.7% | +325.3% |
| All | +422.7% | +20.8% | +401.8% | +325.3% |
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