+29.7%
Q vs SPY
+13.1%
+16.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.9% | +3.8% |
| 7D | +6.7% | +0.5% | +6.2% | +5.1% |
| 30D | -10.6% | -0.9% | -9.7% | -8.5% |
| 3M | -14.6% | +3.9% | -18.5% | -22.6% |
| 6M | +12.1% | +14.5% | -2.5% | -20.9% |
| YTD | +51.3% | +12.9% | +38.3% | +11.7% |
| All | +29.7% | +13.1% | +16.6% | -4.1% |
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 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