+330.3%
RING vs SPY
+311.3%
+19.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +3.9% | +0.5% | +3.4% | +3.7% |
| 30D | +10.7% | -0.9% | +11.7% | +11.3% |
| 3M | +27.1% | +3.9% | +23.2% | +24.9% |
| 6M | -0.2% | +14.5% | -14.7% | -5.9% |
| YTD | +18.2% | +12.9% | +5.3% | +12.3% |
| 1Y | +51.8% | +19.4% | +32.4% | +40.8% |
| 3Y | +309.5% | +78.5% | +231.1% | +217.2% |
| 5Y | +253.5% | +81.8% | +171.8% | +168.0% |
| 10Y | +330.3% | +311.5% | +18.8% | +132.4% |
| All | +330.3% | +311.3% | +19.0% | +132.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling