+826.4%
FN vs SPXU
-99.5%
+926.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -7.0% | +18.9% | +8.7% |
| 7D | +16.3% | -1.5% | +17.8% | +17.3% |
| 30D | -24.7% | +9.7% | -34.4% | -19.8% |
| 3M | -34.9% | +8.4% | -43.4% | -30.6% |
| 6M | -41.1% | -5.7% | -35.4% | -39.4% |
| YTD | -19.6% | -25.4% | +5.8% | -22.9% |
| 1Y | -18.5% | -28.9% | +10.4% | -22.4% |
| 3Y | +119.1% | -81.2% | +200.3% | +48.1% |
| 5Y | +206.9% | -83.3% | +290.2% | +135.9% |
| 10Y | +826.4% | -99.5% | +925.9% | +185.9% |
| All | +826.4% | -99.5% | +926.0% | +185.9% |
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