+233.5%
SPOT vs BNY
+287.0%
-53.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | +7.4% | -0.2% | +7.5% | +7.4% |
| 3M | +8.2% | +14.9% | -6.8% | +2.3% |
| 6M | +2.2% | +40.0% | -37.8% | -10.6% |
| YTD | -9.5% | +42.0% | -51.4% | -21.6% |
| 1Y | -23.8% | +56.9% | -80.7% | -36.7% |
| 3Y | +233.5% | +289.9% | -56.4% | +112.7% |
| All | +233.5% | +287.0% | -53.6% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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