+146.5%
ASX vs SPXU
-30.4%
+176.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.9% | +0.9% | -8.2% |
| 7D | -14.6% | +2.2% | -16.8% | -12.4% |
| 30D | -21.1% | +3.8% | -24.8% | -17.2% |
| 3M | -3.1% | +3.3% | -6.4% | +2.2% |
| 6M | +17.4% | -16.7% | +34.1% | +10.8% |
| YTD | +135.3% | -28.6% | +164.0% | +108.4% |
| 1Y | +146.5% | -30.6% | +177.1% | +116.9% |
| All | +146.5% | -30.4% | +176.9% | +116.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling