+264.0%
SPOT vs GEN
+147.0%
+117.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -2.5% |
| 7D | -0.9% | -1.2% | +0.3% | -0.6% |
| 30D | +12.5% | +10.1% | +2.3% | +9.4% |
| 3M | +9.9% | +16.1% | -6.2% | +5.2% |
| 6M | +1.6% | +38.9% | -37.3% | -8.3% |
| YTD | -6.6% | +14.4% | -21.0% | -11.0% |
| 1Y | -22.9% | +5.9% | -28.8% | -25.1% |
| 3Y | +244.3% | +58.8% | +185.5% | +195.3% |
| 5Y | +117.8% | +24.7% | +93.1% | +96.4% |
| All | +264.0% | +147.0% | +117.0% | +186.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling