+54.8%
ON vs SPOT
-21.9%
+76.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.1% | +0.8% |
| 7D | +2.4% | -0.9% | +3.4% | +2.4% |
| 30D | -3.3% | +12.5% | -15.8% | -2.8% |
| 3M | -43.6% | +9.9% | -53.5% | -42.9% |
| 6M | +19.0% | +1.6% | +17.4% | +20.5% |
| YTD | +37.4% | -6.6% | +44.0% | +38.1% |
| 1Y | +54.8% | -22.9% | +77.7% | +63.8% |
| All | +54.8% | -21.9% | +76.6% | +63.8% |
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 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