+286.5%
C vs SPXU
-99.5%
+386.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | 0.0% |
| 7D | +3.2% | -1.5% | +4.6% | +2.6% |
| 30D | +1.3% | +3.7% | -2.4% | +3.1% |
| 3M | +3.1% | -9.6% | +12.7% | -0.3% |
| 6M | +29.6% | -32.4% | +62.0% | +12.2% |
| YTD | +19.0% | -28.7% | +47.6% | +6.4% |
| 1Y | +45.6% | -38.2% | +83.9% | +23.7% |
| 3Y | +269.3% | -80.4% | +349.7% | +119.2% |
| 5Y | +131.6% | -86.0% | +217.6% | +42.8% |
| 10Y | +286.5% | -99.5% | +386.1% | -17.1% |
| All | +286.5% | -99.5% | +386.1% | -17.1% |
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