+910.9%
SYRE vs SPY
+78.7%
+832.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.1% |
| 7D | +6.5% | +3.3% | +3.3% | +1.1% |
| 30D | +27.9% | -2.7% | +30.6% | +33.9% |
| 3M | -1.1% | -1.7% | +0.6% | +1.6% |
| 6M | +37.1% | +3.1% | +34.1% | +29.9% |
| YTD | +214.1% | +11.9% | +202.2% | +159.7% |
| 1Y | +339.2% | +12.0% | +327.2% | +263.6% |
| All | +910.9% | +78.7% | +832.2% | +340.3% |
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