+78.3%
SBTU vs SPY
+14.5%
+63.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -3.2% |
| 7D | +9.5% | -0.4% | +9.9% | +12.0% |
| 30D | +1,705.5% | -1.4% | +1,706.9% | +1,851.2% |
| 3M | +2,089.1% | +3.7% | +2,085.4% | +1,606.3% |
| 6M | +828.5% | +13.0% | +815.5% | +335.0% |
| YTD | +446.6% | +12.4% | +434.2% | +193.2% |
| All | +78.3% | +14.5% | +63.9% | -10.1% |
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 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