+44.7%
DG vs SPXU
-30.4%
+75.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -4.9% | +13.4% | +7.6% |
| 7D | +12.3% | +2.2% | +10.1% | +12.6% |
| 30D | +19.3% | +3.8% | +15.5% | +20.0% |
| 3M | +11.9% | +3.3% | +8.6% | +12.6% |
| 6M | +25.0% | -16.7% | +41.7% | +20.7% |
| YTD | +8.7% | -28.6% | +37.4% | +2.4% |
| 1Y | +44.7% | -30.6% | +75.3% | +36.3% |
| All | +44.7% | -30.4% | +75.0% | +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 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