+136.7%
C vs SPOT
+267.1%
-130.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.4% | +2.3% |
| 7D | -0.9% | +2.5% | -3.5% | -1.4% |
| 30D | -5.4% | +15.1% | -20.5% | -8.1% |
| 3M | -9.2% | +24.8% | -33.9% | -13.4% |
| 6M | -1.8% | +45.8% | -47.6% | -9.8% |
| YTD | +6.7% | +4.9% | +1.8% | +3.6% |
| 1Y | +23.5% | -1.3% | +24.8% | +21.3% |
| 3Y | +219.8% | +257.7% | -37.9% | +132.0% |
| 5Y | +112.4% | +118.5% | -6.1% | +61.2% |
| All | +136.7% | +267.1% | -130.4% | +25.2% |
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