-54.9%
MBUU vs SPY
+75.1%
-130.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.5% |
| 7D | -15.1% | -2.7% | -12.4% | -11.0% |
| 30D | -10.5% | -5.4% | -5.1% | -2.8% |
| 3M | -29.3% | -4.1% | -25.2% | -24.6% |
| 6M | -21.3% | +0.7% | -22.0% | -21.1% |
| YTD | -28.3% | +8.7% | -37.0% | -34.8% |
| 1Y | -24.9% | +10.9% | -35.8% | -33.5% |
| 3Y | -54.9% | +75.0% | -129.9% | -83.1% |
| All | -54.9% | +75.1% | -130.0% | -83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling