+45.6%
C vs SPOT
-25.6%
+71.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | +3.2% | -2.9% | +6.0% | +3.2% |
| 30D | +1.3% | +8.3% | -7.0% | +1.2% |
| 3M | +3.1% | +5.1% | -2.0% | +3.2% |
| 6M | +29.6% | -6.5% | +36.1% | +30.1% |
| YTD | +19.0% | -9.0% | +27.9% | +20.1% |
| 1Y | +45.6% | -26.4% | +72.0% | +48.5% |
| All | +45.6% | -25.6% | +71.3% | +48.5% |
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