+252.8%
SPOT vs TRI
+195.5%
+57.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | 0.0% |
| 7D | -3.1% | -7.9% | +4.8% | +0.5% |
| 30D | +7.4% | -4.5% | +11.9% | +9.2% |
| 3M | +8.2% | +22.1% | -13.9% | -3.8% |
| 6M | +2.2% | -2.8% | +5.0% | +0.3% |
| YTD | -9.5% | -23.4% | +13.9% | 0.0% |
| 1Y | -23.8% | -41.5% | +17.7% | -2.5% |
| 3Y | +233.5% | -19.2% | +252.7% | +238.5% |
| 5Y | +112.2% | -9.4% | +121.6% | +95.8% |
| All | +252.8% | +195.5% | +57.4% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling