+47.6%
ON vs SPOT
+0.4%
+47.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -1.2% |
| 7D | -5.8% | +16.6% | -22.4% | -3.6% |
| 30D | -17.1% | +29.9% | -47.0% | -14.0% |
| 3M | -11.8% | +31.3% | -43.1% | -8.5% |
| 6M | -30.2% | +43.2% | -73.4% | -27.2% |
| YTD | +31.6% | +8.1% | +23.5% | +31.3% |
| 1Y | +47.6% | -0.3% | +47.9% | +44.9% |
| All | +47.6% | +0.4% | +47.2% | +44.9% |
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