+251.0%
SPOT vs TRI
+194.3%
+56.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.2% |
| 7D | -6.5% | -8.4% | +1.9% | -2.9% |
| 30D | +2.2% | -6.5% | +8.6% | +4.9% |
| 3M | +5.4% | +18.6% | -13.2% | -4.9% |
| 6M | -4.0% | -10.4% | +6.4% | -1.8% |
| YTD | -9.9% | -23.7% | +13.8% | -0.3% |
| 1Y | -27.3% | -42.5% | +15.2% | -6.1% |
| 3Y | +236.4% | -19.3% | +255.7% | +241.4% |
| 5Y | +112.6% | -9.7% | +122.2% | +96.4% |
| All | +251.0% | +194.3% | +56.6% | +53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling