+322.4%
NET vs SPOT
+270.1%
+52.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -4.1% |
| 7D | -16.4% | +16.6% | -32.9% | -21.0% |
| 30D | -25.8% | +29.9% | -55.8% | -33.0% |
| 3M | -11.5% | +31.3% | -42.8% | -21.1% |
| 6M | +18.9% | +43.2% | -24.3% | +1.4% |
| YTD | +35.2% | +8.1% | +27.1% | +28.1% |
| 1Y | +14.5% | -0.3% | +14.8% | +12.0% |
| All | +322.4% | +270.1% | +52.3% | +201.1% |
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