+56.4%
V vs SPOT
+247.6%
-191.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.6% |
| 7D | -1.7% | -0.9% | -0.8% | -1.6% |
| 30D | +2.0% | +12.5% | -10.5% | +0.5% |
| 3M | +17.4% | +9.9% | +7.5% | +15.9% |
| 6M | +17.5% | +1.6% | +15.9% | +16.6% |
| YTD | +7.6% | -6.6% | +14.2% | +7.5% |
| 1Y | +7.7% | -22.9% | +30.6% | +9.9% |
| All | +56.4% | +247.6% | -191.2% | +36.8% |
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