+271.9%
ASX vs SPXU
-37.3%
+309.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +4.7% |
| 7D | +11.1% | +1.3% | +9.8% | +12.1% |
| 30D | +9.6% | +5.1% | +4.5% | +14.3% |
| 3M | +18.6% | -9.1% | +27.8% | +13.7% |
| 6M | +92.1% | -29.6% | +121.7% | +64.1% |
| YTD | +158.5% | -27.7% | +186.2% | +126.5% |
| 1Y | +271.9% | -37.0% | +308.9% | +215.1% |
| All | +271.9% | -37.3% | +309.2% | +215.1% |
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