+14.5%
NET vs SPOT
+0.4%
+14.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -3.5% |
| 7D | -16.4% | +16.6% | -32.9% | -19.3% |
| 30D | -25.8% | +29.9% | -55.8% | -30.7% |
| 3M | -11.5% | +31.3% | -42.8% | -18.4% |
| 6M | +18.9% | +43.2% | -24.3% | +5.5% |
| YTD | +35.2% | +8.1% | +27.1% | +33.9% |
| 1Y | +14.5% | -0.3% | +14.8% | +14.3% |
| All | +14.5% | +0.4% | +14.1% | +14.3% |
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