+260.6%
SPOT vs COMP
+353.8%
-93.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.7% | -12.6% | -2.9% |
| 7D | +1.6% | +13.4% | -11.8% | +0.3% |
| 30D | +17.6% | +11.1% | +6.5% | +16.2% |
| 3M | +26.9% | -18.8% | +45.8% | +28.9% |
| 6M | +41.8% | +10.5% | +31.3% | +39.6% |
| YTD | +3.8% | -3.4% | +7.2% | +2.5% |
| 1Y | -2.5% | +19.7% | -22.2% | -5.6% |
| 3Y | +260.6% | +381.6% | -121.0% | +221.9% |
| All | +260.6% | +353.8% | -93.2% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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