+73.7%
SBTU vs SPY
+13.8%
+59.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -0.1% |
| 7D | -11.5% | -2.0% | -9.5% | -3.6% |
| 30D | +1,629.2% | -1.7% | +1,630.8% | +1,778.3% |
| 3M | +2,180.0% | +4.7% | +2,175.3% | +1,525.5% |
| 6M | +854.8% | +12.5% | +842.3% | +352.5% |
| YTD | +432.4% | +11.7% | +420.7% | +193.0% |
| All | +73.7% | +13.8% | +59.9% | -10.2% |
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