+41.0%
DNA vs SPY
+12.3%
+28.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.4% | +7.2% | +1.6% |
| 7D | +25.6% | +0.1% | +25.5% | +27.2% |
| 30D | -4.8% | -3.3% | -1.5% | +9.1% |
| 3M | +55.2% | -2.4% | +57.6% | +74.2% |
| 6M | +38.5% | +2.6% | +36.0% | +33.9% |
| YTD | +48.9% | +11.2% | +37.6% | +10.6% |
| All | +41.0% | +12.3% | +28.7% | +4.8% |
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