+43.4%
BY vs SPY
+11.9%
+31.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.8% | -0.6% | +1.4% | +1.1% |
| 30D | +7.2% | -3.7% | +10.9% | +8.9% |
| 3M | +1.2% | -2.7% | +4.0% | +2.4% |
| 6M | +17.8% | +2.2% | +15.6% | +16.1% |
| YTD | +35.0% | +10.8% | +24.2% | +26.8% |
| 1Y | +43.4% | +11.2% | +32.2% | +34.7% |
| All | +43.4% | +11.9% | +31.5% | +34.7% |
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