+216.5%
C vs SPOT
+258.3%
-41.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -0.4% | -3.0% | +2.5% | -0.1% |
| 30D | -5.3% | +15.2% | -20.5% | -6.9% |
| 3M | -8.0% | +21.6% | -29.6% | -10.2% |
| 6M | -0.3% | +45.2% | -45.5% | -5.3% |
| YTD | +8.6% | +4.9% | +3.8% | +7.7% |
| 1Y | +25.8% | -4.8% | +30.6% | +26.7% |
| All | +216.5% | +258.3% | -41.8% | +211.5% |
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 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