+202.9%
B vs SPXU
-81.1%
+284.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -1.9% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | +9.4% | +0.8% | +8.6% | +9.8% |
| 3M | +5.0% | -4.7% | +9.7% | +4.7% |
| 6M | -3.5% | -29.6% | +26.1% | -9.9% |
| YTD | +4.5% | -29.9% | +34.3% | -2.1% |
| 1Y | +67.8% | -39.1% | +106.9% | +54.0% |
| All | +202.9% | -81.1% | +284.0% | +134.7% |
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