+75.0%
MBUU vs SPY
+311.3%
-236.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.1% | -4.0% |
| 7D | +0.7% | +0.5% | +0.1% | 0.0% |
| 30D | -8.0% | -0.9% | -7.1% | -6.9% |
| 3M | -1.9% | +3.9% | -5.8% | -6.2% |
| 6M | +3.1% | +14.5% | -11.4% | -12.2% |
| YTD | -5.8% | +12.9% | -18.7% | -18.1% |
| 1Y | -19.6% | +19.4% | -38.9% | -34.5% |
| 3Y | -44.9% | +78.5% | -123.3% | -71.7% |
| 5Y | -61.2% | +81.8% | -143.0% | -80.4% |
| 10Y | +75.0% | +311.5% | -236.5% | -63.4% |
| All | +75.0% | +311.3% | -236.3% | -63.4% |
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