+693.0%
FN vs SPXU
-99.5%
+792.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.2% | -8.5% | -6.8% |
| 7D | +0.3% | -7.6% | +7.8% | -2.6% |
| 30D | -16.5% | +5.3% | -21.9% | -12.5% |
| 3M | -42.1% | +9.6% | -51.7% | -37.8% |
| 6M | -52.9% | -4.5% | -48.4% | -51.2% |
| YTD | -28.0% | -25.9% | -2.1% | -31.0% |
| 1Y | -18.5% | -28.9% | +10.4% | -22.5% |
| 3Y | +93.9% | -80.5% | +174.3% | +32.9% |
| 5Y | +170.5% | -83.4% | +253.9% | +107.7% |
| All | +693.0% | -99.5% | +792.5% | +135.2% |
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