+27.3%
V vs SPOT
-2.2%
+29.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.6% | +1.0% | -0.4% | +0.5% |
| 30D | +9.7% | +14.6% | -4.8% | +7.6% |
| 3M | +17.3% | +18.4% | -1.2% | +14.4% |
| 6M | +33.2% | +45.1% | -11.9% | +26.3% |
| YTD | +21.3% | +4.4% | +16.9% | +17.8% |
| 1Y | +27.3% | -2.7% | +30.0% | +23.5% |
| All | +27.3% | -2.2% | +29.6% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling