+214.8%
B vs SPXU
-99.5%
+314.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.5% |
| 7D | -7.3% | -7.6% | +0.2% | -8.3% |
| 30D | -3.3% | +5.3% | -8.7% | -2.2% |
| 3M | -7.8% | +9.6% | -17.4% | -6.0% |
| 6M | -15.5% | -4.5% | -11.0% | -15.1% |
| YTD | -12.3% | -25.9% | +13.6% | -14.1% |
| 1Y | +5.4% | -28.9% | +34.2% | +2.8% |
| 3Y | +165.5% | -80.5% | +246.0% | +130.6% |
| 5Y | +107.0% | -83.4% | +190.4% | +82.8% |
| All | +214.8% | -99.5% | +314.3% | +125.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling