+44.6%
AU vs SPXU
-30.4%
+75.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.9% | +12.9% | +4.3% |
| 7D | +0.8% | +2.2% | -1.4% | +2.9% |
| 30D | -7.0% | +3.8% | -10.7% | -3.4% |
| 3M | +8.5% | +3.3% | +5.3% | +13.1% |
| 6M | -1.3% | -16.7% | +15.4% | -8.7% |
| YTD | +6.8% | -28.6% | +35.4% | -9.5% |
| 1Y | +44.6% | -30.6% | +75.2% | +22.3% |
| All | +44.6% | -30.4% | +75.0% | +22.3% |
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