+55.3%
BE vs SPOT
+0.4%
+54.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.6% | -11.0% | -5.3% |
| 7D | -12.1% | +16.6% | -28.7% | -8.9% |
| 30D | -30.1% | +29.9% | -60.0% | -26.1% |
| 3M | -12.1% | +31.3% | -43.4% | -7.2% |
| 6M | -30.6% | +43.2% | -73.8% | -27.5% |
| YTD | +130.6% | +8.1% | +122.6% | +158.8% |
| 1Y | +55.3% | -0.3% | +55.6% | +85.5% |
| All | +55.3% | +0.4% | +54.9% | +85.5% |
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