+158.4%
TOP vs SPY
+20.8%
+137.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | -10.4% | +0.1% | -10.5% | -10.5% |
| 30D | +43.4% | +0.1% | +43.4% | +43.2% |
| 3M | +177.6% | +2.0% | +175.6% | +172.3% |
| 6M | +199.8% | +13.0% | +186.8% | +172.8% |
| YTD | +198.3% | +13.5% | +184.8% | +169.4% |
| 1Y | +158.4% | +20.0% | +138.5% | +135.1% |
| All | +158.4% | +20.8% | +137.6% | +135.1% |
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