+267.4%
SPOT vs DOW
-15.4%
+282.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.6% |
| 7D | -2.9% | -2.9% | +0.1% | -2.3% |
| 30D | +8.3% | +2.0% | +6.3% | +7.8% |
| 3M | +5.1% | -12.5% | +17.6% | +7.6% |
| 6M | -6.5% | -9.2% | +2.7% | -5.8% |
| YTD | -9.0% | +30.8% | -39.7% | -15.7% |
| 1Y | -26.4% | +29.4% | -55.8% | -32.2% |
| 3Y | +240.0% | -34.6% | +274.6% | +262.2% |
| 5Y | +111.7% | -35.9% | +147.7% | +124.8% |
| All | +267.4% | -15.4% | +282.8% | +237.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling