+142.2%
AS vs SPXU
-74.2%
+216.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.0% | +10.2% | -0.3% |
| 7D | +5.8% | -1.5% | +7.3% | +5.7% |
| 30D | +15.4% | +9.7% | +5.7% | +21.8% |
| 3M | -11.9% | +8.4% | -20.3% | -7.1% |
| 6M | -9.9% | -5.7% | -4.2% | -10.6% |
| YTD | -13.1% | -25.4% | +12.3% | -21.6% |
| 1Y | +9.9% | -28.9% | +38.8% | -2.7% |
| All | +142.2% | -74.2% | +216.5% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling