+668.0%
BE vs SPXU
-98.7%
+766.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -4.1% |
| 7D | +10.8% | -7.6% | +18.4% | +6.3% |
| 30D | -19.8% | +5.3% | -25.1% | -13.8% |
| 3M | -18.7% | +9.6% | -28.4% | -9.1% |
| 6M | -33.7% | -4.5% | -29.2% | -28.9% |
| YTD | +121.0% | -25.9% | +146.8% | +112.3% |
| 1Y | +85.4% | -28.9% | +114.3% | +77.1% |
| 3Y | +1,709.5% | -80.5% | +1,790.0% | +902.1% |
| 5Y | +462.2% | -83.4% | +545.6% | +302.4% |
| All | +668.0% | -98.7% | +766.7% | +125.9% |
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