+492.7%
SPCX vs BBWI
-26.4%
+519.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.1% | +2.7% |
| 7D | +13.2% | -4.5% | +17.7% | +17.4% |
| 30D | -10.6% | +17.1% | -27.7% | -24.8% |
| 3M | -4.2% | +17.5% | -21.7% | -23.0% |
| 6M | +536.7% | +18.9% | +517.7% | +432.2% |
| YTD | +542.4% | +8.2% | +534.2% | +436.6% |
| 1Y | +446.0% | -1.8% | +447.8% | +355.7% |
| All | +492.7% | -26.4% | +519.1% | +394.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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