-0.3%
SPOT vs DOW
+50.2%
-50.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.2% | +7.8% | +4.9% |
| 7D | +16.6% | -4.2% | +20.8% | +17.1% |
| 30D | +29.9% | +14.7% | +15.2% | +28.2% |
| 3M | +31.3% | +9.1% | +22.2% | +29.9% |
| 6M | +43.2% | -17.7% | +60.9% | +44.5% |
| YTD | +8.1% | +44.6% | -36.5% | +3.9% |
| 1Y | -0.3% | +51.9% | -52.2% | -5.1% |
| All | -0.3% | +50.2% | -50.5% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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