+1,735.9%
BE vs SPXU
-80.1%
+1,816.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.7% | +7.9% | +11.0% |
| 7D | +29.8% | -1.5% | +31.2% | +28.3% |
| 30D | +26.4% | +3.7% | +22.7% | +30.6% |
| 3M | +9.3% | -9.6% | +18.9% | +5.6% |
| 6M | +105.1% | -32.4% | +137.4% | +67.6% |
| YTD | +219.0% | -28.7% | +247.7% | +176.6% |
| 1Y | +418.8% | -38.2% | +457.0% | +332.1% |
| All | +1,735.9% | -80.1% | +1,816.0% | +730.0% |
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