+47.6%
ON vs SPOT
-5.9%
+53.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.4% | -6.0% | -3.3% |
| 7D | +12.2% | +1.6% | +10.6% | +12.5% |
| 30D | -3.1% | +16.9% | -20.1% | -0.7% |
| 3M | -12.9% | +23.0% | -35.8% | -10.1% |
| 6M | -38.6% | +42.2% | -80.8% | -36.2% |
| YTD | +31.2% | +5.5% | +25.7% | +30.7% |
| 1Y | +47.6% | -5.1% | +52.7% | +41.9% |
| All | +47.6% | -5.9% | +53.5% | +41.9% |
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