+857.3%
BUUU vs SPY
+19.9%
+837.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | +29.4% | -0.4% | +29.7% | +29.7% |
| 30D | +38.0% | -1.4% | +39.4% | +39.8% |
| 3M | +137.1% | +3.7% | +133.4% | +126.9% |
| 6M | +188.8% | +13.0% | +175.8% | +136.7% |
| YTD | +496.4% | +12.4% | +484.0% | +386.2% |
| 1Y | +524.6% | +18.5% | +506.1% | +396.5% |
| All | +857.3% | +19.9% | +837.3% | +655.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling