-25.9%
SPOT vs BEN
+43.6%
-69.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.4% |
| 7D | -6.9% | +0.3% | -7.2% | -6.8% |
| 30D | +4.1% | +0.9% | +3.2% | +4.3% |
| 3M | +3.7% | +9.2% | -5.5% | +4.3% |
| 6M | -1.6% | +36.8% | -38.4% | -2.1% |
| YTD | -10.2% | +44.4% | -54.5% | -9.0% |
| 1Y | -25.9% | +45.8% | -71.7% | -26.0% |
| All | -25.9% | +43.6% | -69.5% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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