-55.6%
FN vs SPXU
-4.3%
-51.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | +13.2% | -27.4% | -1.0% |
| 7D | -16.0% | +14.2% | -30.2% | -1.6% |
| 30D | -40.1% | +19.3% | -59.4% | -25.8% |
| 3M | -43.9% | +16.2% | -60.1% | -31.3% |
| 6M | -55.6% | -3.5% | -52.2% | -49.8% |
| All | -55.6% | -4.3% | -51.3% | -49.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling