+76.8%
MOTI vs SPY
+322.5%
-245.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.8% |
| 7D | -3.8% | -0.8% | -3.0% | -3.2% |
| 30D | -5.2% | -1.1% | -4.1% | -4.5% |
| 3M | +2.9% | +3.9% | -1.0% | -0.1% |
| 6M | -1.6% | +13.6% | -15.2% | -10.6% |
| YTD | -4.5% | +12.7% | -17.1% | -12.7% |
| 1Y | -4.4% | +17.5% | -21.9% | -15.4% |
| 3Y | +26.2% | +76.9% | -50.7% | -19.0% |
| 5Y | +22.0% | +83.6% | -61.6% | -24.6% |
| All | +76.8% | +322.5% | -245.7% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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