+459.3%
SYRE vs SPY
+18.1%
+441.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.3% | +0.6% |
| 7D | +1.8% | -0.8% | +2.6% | +3.3% |
| 30D | -13.0% | -1.1% | -11.9% | -11.4% |
| 3M | +12.2% | +3.9% | +8.3% | +3.9% |
| 6M | +118.3% | +13.6% | +104.7% | +69.8% |
| YTD | +176.6% | +12.7% | +163.9% | +116.3% |
| 1Y | +459.3% | +17.5% | +441.8% | +328.7% |
| All | +459.3% | +18.1% | +441.1% | +328.7% |
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