-99.8%
SIDU vs SPY
+76.4%
-176.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.9% |
| 7D | -0.5% | +0.5% | -1.0% | -1.5% |
| 30D | -5.8% | -0.9% | -4.9% | -4.1% |
| 3M | -48.0% | +3.9% | -51.9% | -51.1% |
| 6M | +11.1% | +14.5% | -3.5% | -9.8% |
| YTD | -32.8% | +12.9% | -45.7% | -44.1% |
| 1Y | +80.3% | +19.4% | +61.0% | +39.3% |
| 3Y | -84.8% | +78.5% | -163.3% | -93.4% |
| All | -99.8% | +76.4% | -176.2% | -99.9% |
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