+641.7%
BE vs SPOT
+226.7%
+415.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.2% |
| 7D | -13.4% | +1.0% | -14.4% | -13.7% |
| 30D | -33.9% | +14.6% | -48.5% | -38.5% |
| 3M | -12.0% | +18.4% | -30.4% | -20.7% |
| 6M | -29.0% | +45.1% | -74.1% | -43.3% |
| YTD | +113.4% | +4.4% | +109.0% | +92.1% |
| 1Y | +33.2% | -2.7% | +35.9% | +24.4% |
| 3Y | +1,659.2% | +254.6% | +1,404.6% | +652.6% |
| 5Y | +461.4% | +124.8% | +336.6% | +184.1% |
| All | +641.7% | +226.7% | +415.0% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling