+160.8%
EXC vs SPXU
-99.5%
+260.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.3% |
| 7D | +0.3% | +1.3% | -0.9% | +0.6% |
| 30D | -0.9% | +5.1% | -6.0% | +0.2% |
| 3M | -2.7% | -9.1% | +6.5% | -4.4% |
| 6M | -9.4% | -29.6% | +20.2% | -15.5% |
| YTD | +3.0% | -27.7% | +30.7% | -3.3% |
| 1Y | +5.1% | -37.0% | +42.1% | -4.1% |
| 3Y | +20.6% | -80.2% | +100.8% | -13.5% |
| 5Y | +45.7% | -86.0% | +131.7% | +5.6% |
| 10Y | +160.8% | -99.5% | +260.4% | -3.7% |
| All | +160.8% | -99.5% | +260.3% | -3.7% |
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 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