-23.8%
SPOT vs GEN
+5.1%
-28.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -3.1% | -1.3% | -1.8% | -2.7% |
| 30D | +7.4% | +6.1% | +1.3% | +5.4% |
| 3M | +8.2% | +27.0% | -18.8% | +1.0% |
| 6M | +2.2% | +43.9% | -41.6% | -8.3% |
| YTD | -9.5% | +13.0% | -22.4% | -15.2% |
| 1Y | -23.8% | +4.0% | -27.9% | -26.3% |
| All | -23.8% | +5.1% | -28.9% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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