+154.8%
ASX vs SPXU
-26.6%
+181.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.9% | +10.5% | +2.8% |
| 7D | +0.8% | +1.5% | -0.7% | +6.2% |
| 30D | -20.4% | +6.4% | -26.8% | -11.3% |
| 3M | -2.1% | +4.2% | -6.4% | +8.2% |
| 6M | +8.2% | -7.8% | +16.0% | +13.1% |
| YTD | +137.3% | -27.5% | +164.8% | +121.3% |
| All | +154.8% | -26.6% | +181.4% | +140.3% |
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