+252.8%
SPOT vs MKSI
+154.7%
+98.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.2% |
| 7D | -3.1% | +2.7% | -5.8% | -3.9% |
| 30D | +7.4% | -12.8% | +20.2% | +11.1% |
| 3M | +8.2% | -22.5% | +30.7% | +12.3% |
| 6M | +2.2% | +19.4% | -17.2% | -9.9% |
| YTD | -9.5% | +67.7% | -77.2% | -30.3% |
| 1Y | -23.8% | +131.4% | -155.2% | -49.0% |
| 3Y | +233.5% | +197.3% | +36.1% | +81.3% |
| 5Y | +112.2% | +87.0% | +25.2% | +36.2% |
| All | +252.8% | +154.7% | +98.2% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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