+479.4%
ASX vs UVXY
-99.7%
+579.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +4.0% |
| 7D | +11.1% | +2.3% | +8.8% | +11.6% |
| 30D | +9.6% | -15.0% | +24.6% | +6.2% |
| 3M | +18.6% | -39.8% | +58.4% | +9.5% |
| 6M | +92.1% | -60.0% | +152.2% | +68.1% |
| YTD | +158.5% | -48.8% | +207.3% | +142.2% |
| 1Y | +271.9% | -67.3% | +339.2% | +227.4% |
| 3Y | +465.2% | -94.8% | +560.1% | +360.2% |
| 5Y | +479.4% | -99.7% | +579.1% | +230.7% |
| All | +479.4% | -99.7% | +579.1% | +230.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 UVXY 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