+191.2%
TER vs SPOT
+260.4%
-69.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.7% | -5.4% |
| 7D | +14.4% | +1.6% | +12.8% | +14.3% |
| 30D | -30.6% | +16.9% | -47.5% | -30.9% |
| 3M | -39.2% | +23.0% | -62.1% | -40.0% |
| 6M | -31.3% | +42.2% | -73.4% | -34.5% |
| YTD | +29.1% | +5.5% | +23.6% | +30.4% |
| 1Y | +47.4% | -5.1% | +52.5% | +53.5% |
| 3Y | +191.2% | +257.9% | -66.7% | +132.9% |
| All | +191.2% | +260.4% | -69.1% | +132.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling