+57.4%
MAR vs SPXU
-30.4%
+87.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.9% | +6.9% | +1.0% |
| 7D | +7.7% | +2.2% | +5.6% | +8.3% |
| 30D | +19.4% | +3.8% | +15.6% | +20.5% |
| 3M | +23.3% | +3.3% | +20.1% | +24.6% |
| 6M | +22.8% | -16.7% | +39.6% | +17.1% |
| YTD | +37.8% | -28.6% | +66.4% | +25.5% |
| 1Y | +57.4% | -30.6% | +87.9% | +42.9% |
| All | +57.4% | -30.4% | +87.7% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling