+208.1%
C vs SPOT
+255.6%
-47.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | -2.4% | +1.6% | -4.0% | -2.5% |
| 30D | -6.0% | +17.6% | -23.5% | -7.7% |
| 3M | -10.5% | +26.9% | -37.5% | -13.2% |
| 6M | -5.7% | +41.8% | -47.5% | -10.2% |
| YTD | +4.1% | +3.8% | +0.3% | +3.3% |
| 1Y | +20.5% | -2.5% | +22.9% | +20.7% |
| 3Y | +208.1% | +260.6% | -52.4% | +203.0% |
| All | +208.1% | +255.6% | -47.5% | +203.0% |
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