+7.7%
V vs SPOT
-26.9%
+34.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | -2.9% | -6.5% | +3.6% | -2.2% |
| 30D | +1.9% | +2.2% | -0.3% | +1.6% |
| 3M | +13.2% | +5.4% | +7.8% | +12.4% |
| 6M | +16.7% | -4.0% | +20.7% | +16.2% |
| YTD | +5.4% | -9.9% | +15.3% | +3.7% |
| 1Y | +7.7% | -27.3% | +34.9% | +4.4% |
| All | +7.7% | -26.9% | +34.6% | +4.4% |
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 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