+17,482.8%
MSB vs SPY
+2,954.7%
+14,528.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.4% |
| 7D | -2.6% | -2.7% | +0.1% | -0.2% |
| 30D | -6.4% | -5.4% | -1.0% | -1.9% |
| 3M | -25.1% | -4.1% | -21.0% | -22.4% |
| 6M | -39.5% | +0.7% | -40.2% | -40.0% |
| YTD | -54.4% | +8.7% | -63.0% | -57.4% |
| 1Y | -48.7% | +10.9% | -59.5% | -52.9% |
| 3Y | +18.8% | +75.0% | -56.2% | -25.8% |
| 5Y | +22.0% | +67.8% | -45.8% | -22.6% |
| 10Y | +447.2% | +312.9% | +134.4% | +71.4% |
| All | +17,482.8% | +2,954.7% | +14,528.1% | +1,515.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling