+301.7%
SPOT vs GEN
+139.3%
+162.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.9% |
| 7D | -2.6% | -3.0% | +0.4% | -1.8% |
| 30D | +13.5% | +24.7% | -11.2% | +6.4% |
| 3M | +22.2% | +4.1% | +18.1% | +20.1% |
| 6M | +38.3% | +36.0% | +2.3% | +25.6% |
| YTD | +3.1% | +10.9% | -7.8% | -1.4% |
| 1Y | -7.6% | +12.2% | -19.8% | -12.0% |
| 3Y | +250.0% | +63.3% | +186.7% | +197.0% |
| 5Y | +113.3% | +29.0% | +84.3% | +90.3% |
| All | +301.7% | +139.3% | +162.4% | +216.8% |
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