+125.7%
ASX vs SPXU
-27.0%
+152.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -7.0% | +15.7% | +1.8% |
| 7D | -12.3% | -1.5% | -10.8% | -10.2% |
| 30D | -26.0% | +9.7% | -35.7% | -15.3% |
| 3M | -8.1% | +8.4% | -16.5% | +5.2% |
| 6M | +1.4% | -5.7% | +7.1% | +8.3% |
| YTD | +115.6% | -25.4% | +141.0% | +106.2% |
| All | +125.7% | -27.0% | +152.6% | +117.1% |
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