+477.7%
ASX vs SPXU
-86.0%
+563.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +6.9% |
| 7D | +6.3% | -1.5% | +7.8% | +5.5% |
| 30D | +6.4% | +3.7% | +2.7% | +8.6% |
| 3M | +13.1% | -9.6% | +22.7% | +10.3% |
| 6M | +90.3% | -32.4% | +122.7% | +65.7% |
| YTD | +149.6% | -28.7% | +178.3% | +124.8% |
| 1Y | +249.2% | -38.2% | +287.4% | +198.3% |
| 3Y | +445.9% | -80.4% | +526.3% | +224.3% |
| 5Y | +477.7% | -86.0% | +563.8% | +271.6% |
| All | +477.7% | -86.0% | +563.8% | +271.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling