+250.1%
SPOT vs EQT
+137.9%
+112.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -6.9% | -1.2% | -5.7% | -6.7% |
| 30D | +4.1% | +1.1% | +3.1% | +4.0% |
| 3M | +3.7% | +4.8% | -1.1% | +3.1% |
| 6M | -1.6% | -10.6% | +9.0% | -0.6% |
| YTD | -10.2% | +3.4% | -13.6% | -10.9% |
| 1Y | -25.9% | +8.7% | -34.6% | -27.1% |
| 3Y | +235.6% | +35.0% | +200.6% | +219.4% |
| 5Y | +110.6% | +204.2% | -93.7% | +82.5% |
| All | +250.1% | +137.9% | +112.2% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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