-33.2%
BROS vs SPXU
-34.8%
+1.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -2.5% |
| 7D | -6.1% | +6.4% | -12.4% | -3.2% |
| 30D | -12.4% | +5.9% | -18.3% | -9.7% |
| 3M | -27.9% | -11.7% | -16.3% | -31.8% |
| 6M | -16.8% | -28.7% | +11.9% | -29.9% |
| YTD | -29.0% | -26.4% | -2.7% | -38.6% |
| 1Y | -33.2% | -35.2% | +2.0% | -46.5% |
| All | -33.2% | -34.8% | +1.6% | -46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling