+208.8%
C vs SPXU
-99.5%
+308.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.7% |
| 7D | -0.4% | +0.5% | -0.9% | +0.5% |
| 30D | -5.2% | +10.9% | -16.1% | +0.1% |
| 3M | -9.1% | +9.6% | -18.7% | -4.2% |
| 6M | -1.6% | -4.7% | +3.1% | -1.2% |
| YTD | +6.9% | -24.6% | +31.5% | -0.9% |
| 1Y | +23.0% | -24.7% | +47.7% | +14.4% |
| 3Y | +216.1% | -80.0% | +296.2% | +89.8% |
| 5Y | +112.2% | -83.5% | +195.7% | +42.2% |
| 10Y | +208.8% | -99.5% | +308.3% | -35.3% |
| All | +208.8% | -99.5% | +308.3% | -35.3% |
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