+17.8%
MBUU vs SPY
+308.5%
-290.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.3% |
| 7D | -1.4% | +3.3% | -4.7% | -5.2% |
| 30D | -7.3% | -2.7% | -4.6% | -3.6% |
| 3M | -30.6% | -1.7% | -28.9% | -28.6% |
| 6M | -27.6% | +3.1% | -30.7% | -29.6% |
| YTD | -27.9% | +11.9% | -39.8% | -36.2% |
| 1Y | -23.3% | +12.0% | -35.3% | -32.2% |
| 3Y | -52.9% | +78.2% | -131.1% | -75.7% |
| 5Y | -71.5% | +73.2% | -144.8% | -84.7% |
| All | +17.8% | +308.5% | -290.7% | -77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling