+30.3%
SWBI vs SPY
+77.4%
-47.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -12.4% | +0.1% | -12.4% | -12.4% |
| 3M | -14.3% | +2.0% | -16.3% | -15.2% |
| 6M | +9.3% | +13.0% | -3.7% | +2.8% |
| YTD | +33.0% | +13.5% | +19.4% | +24.7% |
| 1Y | +64.1% | +20.0% | +44.1% | +49.8% |
| All | +30.3% | +77.4% | -47.1% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling