+240.0%
SPOT vs GEN
+57.7%
+182.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -1.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | +8.3% | +2.6% | +5.7% | +7.4% |
| 3M | +5.1% | +15.8% | -10.7% | +0.5% |
| 6M | -6.5% | +33.1% | -39.6% | -14.4% |
| YTD | -9.0% | +11.3% | -20.3% | -12.5% |
| 1Y | -26.4% | +1.7% | -28.1% | -27.6% |
| 3Y | +240.0% | +58.1% | +181.9% | +205.7% |
| All | +240.0% | +57.7% | +182.3% | +205.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling