-97.1%
TOPP vs SPY
+27.4%
-124.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -8.5% | +3.3% | -11.8% | -8.4% |
| 30D | -18.8% | -2.7% | -16.1% | -18.9% |
| 3M | -55.9% | -1.7% | -54.2% | -56.0% |
| 6M | -88.8% | +3.1% | -91.8% | -88.7% |
| YTD | -86.7% | +11.9% | -98.5% | -86.5% |
| 1Y | -91.0% | +12.0% | -103.0% | -90.9% |
| All | -97.1% | +27.4% | -124.5% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling