+248.9%
SPOT vs ALL
+156.3%
+92.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.8% | -2.9% |
| 7D | -0.9% | 0.0% | -1.0% | -0.9% |
| 30D | +12.5% | -1.5% | +14.0% | +12.7% |
| 3M | +9.9% | +23.6% | -13.7% | +6.6% |
| 6M | +1.6% | +22.3% | -20.8% | -1.6% |
| YTD | -6.6% | +26.5% | -33.1% | -10.0% |
| 1Y | -22.9% | +27.0% | -49.9% | -26.0% |
| All | +248.9% | +156.3% | +92.6% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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