+79.8%
RING vs SPY
+614.8%
-535.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +14.3% | -2.7% | +17.0% | +15.8% |
| 30D | +2.4% | -5.4% | +7.8% | +5.3% |
| 3M | +5.6% | -4.1% | +9.6% | +8.0% |
| 6M | -4.1% | +0.7% | -4.8% | -3.9% |
| YTD | +4.5% | +8.7% | -4.1% | +1.4% |
| 1Y | +27.6% | +10.9% | +16.7% | +22.8% |
| 3Y | +249.3% | +75.0% | +174.3% | +174.6% |
| 5Y | +208.5% | +67.8% | +140.7% | +143.7% |
| 10Y | +315.4% | +312.9% | +2.5% | +125.7% |
| All | +79.8% | +614.8% | -535.0% | -33.7% |
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