+977.1%
BE vs SPOT
+181.9%
+795.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.4% |
| 7D | +23.9% | -6.5% | +30.4% | +27.4% |
| 30D | +27.8% | +2.2% | +25.7% | +25.4% |
| 3M | +3.7% | +5.4% | -1.7% | -1.6% |
| 6M | +78.0% | -4.0% | +82.0% | +73.4% |
| YTD | +209.9% | -9.9% | +219.8% | +203.6% |
| 1Y | +389.6% | -27.3% | +416.9% | +432.2% |
| 3Y | +1,730.6% | +236.4% | +1,494.2% | +705.2% |
| 5Y | +1,227.8% | +112.6% | +1,115.2% | +598.8% |
| All | +977.1% | +181.9% | +795.3% | +218.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling