+1,055.1%
ASX vs SPXU
-99.5%
+1,154.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.9% | +10.5% | +4.9% |
| 7D | +0.8% | +1.5% | -0.7% | +3.6% |
| 30D | -20.4% | +6.4% | -26.8% | -16.0% |
| 3M | -2.1% | +4.2% | -6.4% | +3.0% |
| 6M | +8.2% | -7.8% | +16.0% | +11.3% |
| YTD | +137.3% | -27.5% | +164.8% | +126.6% |
| 1Y | +155.0% | -27.1% | +182.2% | +145.4% |
| 3Y | +397.9% | -80.8% | +478.8% | +230.2% |
| 5Y | +529.2% | -84.1% | +613.3% | +369.1% |
| All | +1,055.1% | -99.5% | +1,154.6% | +291.9% |
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 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