+143.3%
DELL vs SPXU
-30.4%
+173.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.9% | -3.9% | -12.7% |
| 7D | -24.6% | +2.2% | -26.8% | -22.9% |
| 30D | -32.5% | +3.8% | -36.2% | -29.4% |
| 3M | -20.2% | +3.3% | -23.5% | -15.9% |
| 6M | +76.5% | -16.7% | +93.2% | +67.8% |
| YTD | +198.9% | -28.6% | +227.6% | +175.5% |
| 1Y | +143.3% | -30.6% | +173.9% | +123.7% |
| All | +143.3% | -30.4% | +173.7% | +123.7% |
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 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