+54.3%
AR vs SPXU
-99.5%
+153.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.5% |
| 7D | +7.4% | -7.6% | +14.9% | +4.5% |
| 30D | +5.8% | +5.3% | +0.4% | +8.1% |
| 3M | +5.2% | +9.6% | -4.4% | +9.2% |
| 6M | +5.4% | -4.5% | +10.0% | +4.3% |
| YTD | +12.4% | -25.9% | +38.3% | +1.5% |
| 1Y | +12.8% | -28.9% | +41.7% | +0.6% |
| 3Y | +47.2% | -80.5% | +127.7% | -9.9% |
| 5Y | +101.1% | -83.4% | +184.5% | +38.7% |
| All | +54.3% | -99.5% | +153.8% | -59.4% |
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