+249.7%
SPOT vs WM
+48.8%
+200.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.2% |
| 7D | -2.6% | +1.2% | -3.8% | -2.9% |
| 30D | +13.5% | +15.2% | -1.8% | +9.4% |
| 3M | +22.2% | +8.3% | +13.9% | +19.5% |
| 6M | +38.3% | +13.1% | +25.2% | +33.6% |
| YTD | +3.1% | +12.5% | -9.5% | +0.2% |
| 1Y | -7.6% | +21.8% | -29.4% | -11.9% |
| All | +249.7% | +48.8% | +200.9% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling