+249.3%
RING vs SPY
+75.1%
+174.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.3% |
| 7D | +14.3% | -2.7% | +17.0% | +16.8% |
| 30D | +2.4% | -5.4% | +7.8% | +7.5% |
| 3M | +5.6% | -4.1% | +9.6% | +9.7% |
| 6M | -4.1% | +0.7% | -4.8% | -3.7% |
| YTD | +4.5% | +8.7% | -4.1% | -0.3% |
| 1Y | +27.6% | +10.9% | +16.7% | +20.5% |
| 3Y | +249.3% | +75.0% | +174.3% | +120.1% |
| All | +249.3% | +75.1% | +174.2% | +120.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling