+209.9%
BKNG vs SPXU
-99.5%
+309.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +1.2% |
| 7D | -10.7% | +6.4% | -17.0% | -8.5% |
| 30D | -18.1% | +5.9% | -24.1% | -16.2% |
| 3M | +8.5% | -11.7% | +20.2% | +4.3% |
| 6M | -0.1% | -28.7% | +28.6% | -10.3% |
| YTD | -18.2% | -26.4% | +8.1% | -25.2% |
| 1Y | -19.9% | -35.2% | +15.4% | -29.5% |
| 3Y | +41.6% | -79.8% | +121.4% | -9.8% |
| 5Y | +93.1% | -86.1% | +179.2% | +28.2% |
| All | +209.9% | -99.5% | +309.4% | -9.2% |
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