+117.1%
AA vs SPXU
-99.5%
+216.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -3.8% |
| 7D | -5.4% | +6.4% | -11.7% | -2.2% |
| 30D | -10.7% | +5.9% | -16.6% | -7.8% |
| 3M | -26.2% | -11.7% | -14.5% | -30.1% |
| 6M | -20.9% | -28.7% | +7.7% | -31.7% |
| YTD | -8.6% | -26.4% | +17.7% | -18.9% |
| 1Y | +57.4% | -35.2% | +92.6% | +33.4% |
| 3Y | +77.8% | -79.8% | +157.6% | -0.4% |
| 5Y | +2.7% | -86.1% | +88.7% | -38.4% |
| All | +117.1% | -99.5% | +216.7% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling