+66.9%
BROS vs SPXU
-79.8%
+146.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.3% |
| 7D | -6.6% | +1.3% | -7.8% | -6.0% |
| 30D | -12.3% | +5.1% | -17.5% | -9.9% |
| 3M | -22.2% | -9.1% | -13.1% | -25.3% |
| 6M | -14.3% | -29.6% | +15.3% | -26.5% |
| YTD | -26.6% | -27.7% | +1.1% | -35.6% |
| 1Y | -31.5% | -37.0% | +5.5% | -43.2% |
| All | +66.9% | -79.8% | +146.7% | -2.7% |
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