+207.0%
C vs SPXU
-99.5%
+306.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | +0.5% |
| 7D | +4.2% | -7.6% | +11.7% | +0.9% |
| 30D | +2.0% | +5.3% | -3.3% | +5.3% |
| 3M | -10.1% | +9.6% | -19.8% | -5.2% |
| 6M | +1.0% | -4.5% | +5.5% | +1.5% |
| YTD | +8.5% | -25.9% | +34.3% | -0.2% |
| 1Y | +25.7% | -28.9% | +54.6% | +14.1% |
| 3Y | +216.0% | -80.5% | +296.5% | +88.0% |
| 5Y | +112.3% | -83.4% | +195.7% | +42.9% |
| All | +207.0% | -99.5% | +306.5% | -36.3% |
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