+155.3%
DIA vs SPOT
+215.3%
-60.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.6% |
| 7D | -1.2% | -6.5% | +5.3% | -0.3% |
| 30D | -2.7% | +2.2% | -4.9% | -3.1% |
| 3M | +3.3% | +5.4% | -2.1% | +2.3% |
| 6M | +10.4% | -4.0% | +14.4% | +10.3% |
| YTD | +10.0% | -9.9% | +19.9% | +10.4% |
| 1Y | +16.2% | -27.3% | +43.5% | +20.1% |
| 3Y | +58.7% | +236.4% | -177.7% | +27.3% |
| 5Y | +63.6% | +112.6% | -49.0% | +34.6% |
| All | +155.3% | +215.3% | -60.0% | +69.8% |
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