+0.1%
SWBI vs SPY
+315.0%
-314.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.6% | +2.7% |
| 7D | +13.5% | +0.1% | +13.4% | +13.5% |
| 30D | +7.6% | -3.3% | +10.9% | +9.5% |
| 3M | +6.6% | -2.4% | +9.0% | +8.0% |
| 6M | +5.4% | +2.6% | +2.8% | +4.2% |
| YTD | +56.7% | +11.2% | +45.5% | +48.5% |
| 1Y | +81.5% | +13.4% | +68.1% | +70.3% |
| 3Y | +25.1% | +79.9% | -54.8% | -7.0% |
| 5Y | -16.7% | +72.2% | -88.9% | -37.9% |
| 10Y | +0.1% | +307.3% | -307.2% | -32.9% |
| All | +0.1% | +315.0% | -314.9% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling