-5.1%
SPOT vs BEN
+65.1%
-70.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +2.4% |
| 7D | +1.6% | +6.8% | -5.2% | +1.9% |
| 30D | +16.9% | +18.0% | -1.1% | +18.2% |
| 3M | +23.0% | +7.5% | +15.5% | +23.4% |
| 6M | +42.2% | +14.7% | +27.5% | +43.3% |
| YTD | +5.5% | +56.1% | -50.6% | +7.0% |
| 1Y | -5.1% | +69.6% | -74.7% | -3.3% |
| All | -5.1% | +65.1% | -70.1% | -3.3% |
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