+227.5%
LOW vs SPXU
-99.6%
+327.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.7% |
| 7D | -3.7% | +2.5% | -6.2% | -2.9% |
| 30D | -8.9% | +4.2% | -13.1% | -7.5% |
| 3M | -10.4% | -9.3% | -1.2% | -12.8% |
| 6M | -19.4% | -30.7% | +11.3% | -27.7% |
| YTD | -17.1% | -28.1% | +11.0% | -24.4% |
| 1Y | -26.3% | -35.2% | +9.0% | -34.8% |
| 3Y | -9.9% | -79.9% | +70.1% | -42.3% |
| 5Y | +6.1% | -86.4% | +92.5% | -30.5% |
| All | +227.5% | -99.6% | +327.1% | -9.7% |
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