+257.5%
RICK vs SPY
+2,134.1%
-1,876.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.4% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | +13.1% | +0.1% | +13.1% | +13.1% |
| 3M | +17.2% | +2.0% | +15.2% | +15.4% |
| 6M | +22.2% | +13.0% | +9.2% | +11.0% |
| YTD | +23.9% | +13.5% | +10.4% | +12.3% |
| 1Y | -17.9% | +20.0% | -37.9% | -28.7% |
| 3Y | -54.6% | +77.2% | -131.8% | -70.6% |
| 5Y | -52.9% | +81.9% | -134.8% | -69.5% |
| 10Y | +178.9% | +314.1% | -135.2% | +14.8% |
| All | +257.5% | +2,134.1% | -1,876.6% | -9.3% |
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