+71.4%
T vs SPOT
+215.3%
-143.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | -3.1% | -6.5% | +3.4% | -2.6% |
| 30D | +4.6% | +2.2% | +2.4% | +4.4% |
| 3M | +12.2% | +5.4% | +6.8% | +11.7% |
| 6M | -6.5% | -4.0% | -2.4% | -6.5% |
| YTD | +4.9% | -9.9% | +14.8% | +5.1% |
| 1Y | -10.5% | -27.3% | +16.8% | -8.8% |
| 3Y | +104.6% | +236.4% | -131.8% | +80.3% |
| 5Y | +64.2% | +112.6% | -48.4% | +46.2% |
| All | +71.4% | +215.3% | -143.8% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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