-30.9%
SPOG vs SPY
+15.7%
-46.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.2% | +8.2% |
| 7D | +34.5% | -0.7% | +35.2% | +34.6% |
| 30D | +63.2% | -1.0% | +64.2% | +63.5% |
| 3M | +55.8% | -0.3% | +56.2% | +55.3% |
| 6M | +75.8% | +7.3% | +68.5% | +59.1% |
| YTD | -14.2% | +13.3% | -27.5% | -27.3% |
| All | -30.9% | +15.7% | -46.7% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling