+1,580.2%
BE vs SPOT
+242.1%
+1,338.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.2% | +10.5% | +7.8% |
| 7D | +20.0% | -0.9% | +20.9% | +20.1% |
| 30D | +7.9% | +12.5% | -4.6% | +5.6% |
| 3M | -13.2% | +9.9% | -23.1% | -15.2% |
| 6M | +53.5% | +1.6% | +51.9% | +50.8% |
| YTD | +191.0% | -6.6% | +197.6% | +191.6% |
| 1Y | +360.5% | -22.9% | +383.5% | +386.1% |
| All | +1,580.2% | +242.1% | +1,338.1% | +869.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling