-31.6%
TOON vs SPY
+11.8%
-43.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | +1.6% | +3.3% | -1.6% | -1.6% |
| 30D | -11.4% | -2.7% | -8.8% | -8.9% |
| 3M | -24.3% | -1.7% | -22.6% | -23.0% |
| 6M | -24.8% | +3.1% | -27.9% | -27.8% |
| YTD | -31.3% | +11.9% | -43.1% | -39.3% |
| 1Y | -31.6% | +12.0% | -43.6% | -39.6% |
| All | -31.6% | +11.8% | -43.4% | -39.6% |
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