+276.9%
RELL vs SPY
+2,954.7%
-2,677.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.2% | +6.4% |
| 7D | -10.7% | -2.7% | -8.0% | -9.0% |
| 30D | -11.9% | -5.4% | -6.5% | -8.5% |
| 3M | -14.8% | -4.1% | -10.7% | -12.1% |
| 6M | +17.4% | +0.7% | +16.7% | +18.4% |
| YTD | +64.0% | +8.7% | +55.4% | +59.5% |
| 1Y | +73.9% | +10.9% | +63.1% | +67.4% |
| 3Y | +65.6% | +75.0% | -9.3% | +26.6% |
| 5Y | +64.1% | +67.8% | -3.7% | +29.0% |
| 10Y | +288.4% | +312.9% | -24.4% | +89.6% |
| All | +276.9% | +2,954.7% | -2,677.8% | -4.6% |
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