+804.7%
FN vs SPXU
-99.5%
+904.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.9% | +9.8% | +4.1% |
| 7D | +8.0% | +1.5% | +6.5% | +10.6% |
| 30D | -19.1% | +6.4% | -25.5% | -14.9% |
| 3M | -29.8% | +4.2% | -34.1% | -26.3% |
| 6M | -43.2% | -7.8% | -35.4% | -42.1% |
| YTD | -18.9% | -27.5% | +8.6% | -23.2% |
| 1Y | -17.9% | -27.1% | +9.3% | -21.0% |
| 3Y | +120.1% | -80.8% | +200.9% | +49.5% |
| 5Y | +206.7% | -84.1% | +290.8% | +131.2% |
| 10Y | +804.7% | -99.5% | +904.2% | +165.2% |
| All | +804.7% | -99.5% | +904.2% | +165.2% |
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