+130.7%
FIX vs SPXU
-38.3%
+169.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +3.8% |
| 7D | +6.1% | -1.5% | +7.5% | +4.7% |
| 30D | -2.7% | +3.7% | -6.4% | +0.5% |
| 3M | -10.9% | -9.6% | -1.4% | -16.3% |
| 6M | +29.0% | -32.4% | +61.4% | -2.2% |
| YTD | +76.9% | -28.7% | +105.6% | +41.8% |
| 1Y | +130.7% | -38.2% | +169.0% | +58.8% |
| All | +130.7% | -38.3% | +169.0% | +58.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling