+25.1%
FIZZ vs SPY
+14.6%
+10.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.5% |
| 7D | +9.9% | -0.7% | +10.6% | +9.7% |
| 30D | +26.2% | -1.0% | +27.2% | +25.9% |
| 3M | +18.5% | -0.3% | +18.8% | +18.4% |
| 6M | +19.9% | +7.3% | +12.6% | +19.4% |
| YTD | +30.6% | +13.3% | +17.3% | +28.9% |
| 1Y | +25.1% | +14.8% | +10.3% | +23.8% |
| All | +25.1% | +14.6% | +10.5% | +23.8% |
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