-98.7%
PHGE vs SPY
+18.1%
-116.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.4% | +0.9% | -32.2% | -32.6% |
| 7D | -14.0% | -0.8% | -13.2% | -13.5% |
| 30D | -14.4% | -1.1% | -13.3% | -13.4% |
| 3M | -82.1% | +3.9% | -85.9% | -83.7% |
| 6M | -98.0% | +13.6% | -111.6% | -98.1% |
| YTD | -93.2% | +12.7% | -105.9% | -93.7% |
| 1Y | -98.7% | +17.5% | -116.2% | -98.8% |
| All | -98.7% | +18.1% | -116.8% | -98.8% |
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