+77.6%
V vs SPOT
+255.6%
-178.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.2% |
| 7D | +2.2% | +1.6% | +0.6% | +2.0% |
| 30D | +13.6% | +17.6% | -4.0% | +11.3% |
| 3M | +14.3% | +26.9% | -12.6% | +10.9% |
| 6M | +33.1% | +41.8% | -8.7% | +27.2% |
| YTD | +21.2% | +3.8% | +17.4% | +19.4% |
| 1Y | +26.4% | -2.5% | +28.9% | +25.3% |
| 3Y | +77.6% | +260.6% | -183.0% | +67.2% |
| All | +77.6% | +255.6% | -178.0% | +67.2% |
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