+257.9%
SPOT vs ACGL
+33.8%
+224.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.3% |
| 7D | +1.6% | +2.2% | -0.6% | +1.0% |
| 30D | +16.9% | +12.3% | +4.6% | +13.3% |
| 3M | +23.0% | +11.8% | +11.1% | +19.4% |
| 6M | +42.2% | +17.5% | +24.7% | +36.5% |
| YTD | +5.5% | +14.3% | -8.8% | +1.5% |
| 1Y | -5.1% | +18.2% | -23.2% | -9.5% |
| 3Y | +257.9% | +33.2% | +224.8% | +230.0% |
| All | +257.9% | +33.8% | +224.1% | +230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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