+110.2%
SPOT vs WM
+59.1%
+51.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.2% |
| 7D | +1.6% | +1.2% | +0.4% | +1.2% |
| 30D | +17.6% | +13.1% | +4.5% | +13.4% |
| 3M | +26.9% | +3.6% | +23.3% | +25.6% |
| 6M | +41.8% | +8.1% | +33.7% | +38.2% |
| YTD | +3.8% | +8.9% | -5.1% | +1.1% |
| 1Y | -2.5% | +20.3% | -22.8% | -8.1% |
| 3Y | +260.6% | +46.2% | +214.4% | +213.5% |
| All | +110.2% | +59.1% | +51.1% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling