-22.9%
SPOT vs WBD
+135.8%
-158.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.7% | -3.2% |
| 7D | -0.9% | -1.8% | +0.9% | -0.9% |
| 30D | +12.5% | +8.8% | +3.7% | +12.4% |
| 3M | +9.9% | +4.6% | +5.3% | +9.9% |
| 6M | +1.6% | +1.1% | +0.5% | +1.7% |
| YTD | -6.6% | -2.0% | -4.6% | -6.5% |
| 1Y | -22.9% | +140.0% | -163.0% | -20.8% |
| All | -22.9% | +135.8% | -158.7% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 1y: compounded portfolio wealth divided by compounded WBD 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…
1y analysis · Full analysis span regression · 6 months rolling