+325.3%
ASX vs SPXU
-79.5%
+404.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.2% | +6.0% |
| 7D | -19.9% | +7.6% | -27.5% | -14.2% |
| 30D | -30.9% | +17.5% | -48.4% | -20.9% |
| 3M | -15.1% | +14.7% | -29.7% | -3.6% |
| 6M | -6.5% | -0.1% | -6.4% | +1.8% |
| YTD | +98.4% | -19.8% | +118.2% | +97.5% |
| 1Y | +107.9% | -23.7% | +131.6% | +103.0% |
| 3Y | +325.3% | -79.5% | +404.8% | +135.6% |
| All | +325.3% | -79.5% | +404.8% | +135.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling