+364.8%
ALL vs SPXU
-99.5%
+464.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | +0.4% |
| 7D | -2.2% | +1.3% | -3.5% | -1.9% |
| 30D | -5.6% | +5.1% | -10.7% | -4.4% |
| 3M | +17.2% | -9.1% | +26.4% | +14.7% |
| 6M | +23.2% | -29.6% | +52.8% | +13.7% |
| YTD | +23.6% | -27.7% | +51.3% | +14.8% |
| 1Y | +29.2% | -37.0% | +66.1% | +16.3% |
| 3Y | +153.8% | -80.2% | +234.0% | +79.1% |
| 5Y | +116.1% | -86.0% | +202.1% | +54.5% |
| 10Y | +364.8% | -99.5% | +464.4% | +74.3% |
| All | +364.8% | -99.5% | +464.3% | +74.3% |
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