+84.1%
F vs SPXU
-99.5%
+183.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.3% | -3.4% |
| 7D | -4.9% | +1.3% | -6.1% | -4.3% |
| 30D | -2.9% | +5.1% | -8.0% | -0.8% |
| 3M | -9.1% | -9.1% | +0.1% | -11.7% |
| 6M | +12.9% | -29.6% | +42.5% | +1.0% |
| YTD | +6.1% | -27.7% | +33.8% | -3.5% |
| 1Y | +22.5% | -37.0% | +59.5% | +6.6% |
| 3Y | +32.1% | -80.2% | +112.2% | -18.3% |
| 5Y | +43.7% | -86.0% | +129.8% | -4.9% |
| 10Y | +84.1% | -99.5% | +183.7% | -50.6% |
| All | +84.1% | -99.5% | +183.6% | -50.6% |
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