+360.5%
BE vs SPOT
-21.9%
+382.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.2% | +10.5% | +7.0% |
| 7D | +20.0% | -0.9% | +20.9% | +19.9% |
| 30D | +7.9% | +12.5% | -4.6% | +9.4% |
| 3M | -13.2% | +9.9% | -23.1% | -11.6% |
| 6M | +53.5% | +1.6% | +51.9% | +53.8% |
| YTD | +191.0% | -6.6% | +197.6% | +204.7% |
| 1Y | +360.5% | -22.9% | +383.5% | +366.4% |
| All | +360.5% | -21.9% | +382.4% | +366.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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