+257.9%
SPOT vs EIX
+10.6%
+247.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.0% | +2.4% |
| 7D | +1.6% | +1.4% | +0.2% | +1.6% |
| 30D | +16.9% | +8.5% | +8.4% | +16.8% |
| 3M | +23.0% | -13.5% | +36.4% | +23.3% |
| 6M | +42.2% | -12.4% | +54.5% | +42.8% |
| YTD | +5.5% | +5.9% | -0.4% | +5.8% |
| 1Y | -5.1% | +7.6% | -12.7% | -4.9% |
| 3Y | +257.9% | +12.8% | +245.1% | +256.1% |
| All | +257.9% | +10.6% | +247.4% | +256.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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