+45.8%
BUZZ vs SPY
+82.3%
-36.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.1% |
| 7D | -0.9% | -0.8% | -0.1% | +0.4% |
| 30D | +2.2% | -1.1% | +3.2% | +4.1% |
| 3M | +1.0% | +3.9% | -2.9% | -4.6% |
| 6M | +18.2% | +13.6% | +4.6% | -2.5% |
| YTD | +14.7% | +12.7% | +2.0% | -3.8% |
| 1Y | +11.9% | +17.5% | -5.6% | -11.4% |
| 3Y | +130.6% | +76.9% | +53.7% | -1.5% |
| All | +45.8% | +82.3% | -36.5% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling