+11.8%
DIA vs SPXU
-26.3%
+38.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.5% |
| 7D | +2.1% | -7.6% | +9.7% | +0.1% |
| 30D | +1.5% | +5.3% | -3.8% | +3.5% |
| 3M | -2.4% | +9.6% | -12.1% | +0.9% |
| 6M | +6.0% | -4.5% | +10.5% | +6.1% |
| YTD | +10.1% | -25.9% | +36.0% | +3.4% |
| 1Y | +11.8% | -28.9% | +40.7% | +4.2% |
| All | +11.8% | -26.3% | +38.1% | +4.2% |
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