+112.5%
NET vs SPOT
+107.9%
+4.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | +0.1% |
| 7D | -7.0% | -0.9% | -6.0% | -6.6% |
| 30D | -4.8% | +12.5% | -17.3% | -12.9% |
| 3M | +3.8% | +9.9% | -6.1% | -4.4% |
| 6M | +50.0% | +1.6% | +48.5% | +42.3% |
| YTD | +41.5% | -6.6% | +48.1% | +40.3% |
| 1Y | +32.8% | -22.9% | +55.8% | +50.3% |
| 3Y | +335.9% | +244.3% | +91.6% | +30.3% |
| All | +112.5% | +107.9% | +4.6% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling