+352.5%
APH vs UVXY
-99.7%
+452.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.1% |
| 7D | +1.6% | +2.3% | -0.7% | +2.0% |
| 30D | -3.0% | -15.0% | +12.0% | -5.5% |
| 3M | +5.7% | -39.8% | +45.6% | -1.7% |
| 6M | +20.0% | -60.0% | +80.0% | +6.6% |
| YTD | +20.8% | -48.8% | +69.6% | +13.8% |
| 1Y | +40.2% | -67.3% | +107.5% | +25.5% |
| 3Y | +288.1% | -94.8% | +382.9% | +227.0% |
| 5Y | +352.5% | -99.7% | +452.2% | +185.8% |
| All | +352.5% | -99.7% | +452.2% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 5y: compounded portfolio wealth divided by compounded UVXY 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…
5y analysis · Full analysis span regression · 6 months rolling