+23.8%
ED vs SPXU
-26.3%
+50.1%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.2% |
| 7D | +2.1% | -7.6% | +9.6% | +3.2% |
| 30D | +10.4% | +5.3% | +5.1% | +9.2% |
| 3M | +12.5% | +9.6% | +2.9% | +10.4% |
| 6M | +14.9% | -4.5% | +19.4% | +15.1% |
| YTD | +24.8% | -25.9% | +50.7% | +27.6% |
| 1Y | +23.8% | -28.9% | +52.7% | +27.5% |
| All | +23.8% | -26.3% | +50.1% | +27.5% |
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