-28.2%
SMYY vs SPY
+16.5%
-44.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +0.8% |
| 7D | +2.1% | +0.5% | +1.5% | +1.5% |
| 30D | +6.2% | -0.9% | +7.1% | +7.1% |
| 3M | -4.4% | +3.9% | -8.2% | -8.1% |
| 6M | -1.2% | +14.5% | -15.7% | -14.4% |
| YTD | -1.0% | +12.9% | -13.9% | -12.7% |
| All | -28.2% | +16.5% | -44.7% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling