+65.8%
MAR vs SPXU
-79.4%
+145.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.6% | -0.1% |
| 7D | -2.1% | +6.4% | -8.4% | 0.0% |
| 30D | -5.7% | +5.9% | -11.6% | -3.7% |
| 3M | -14.6% | -11.7% | -3.0% | -17.9% |
| 6M | +1.3% | -28.7% | +30.0% | -8.7% |
| YTD | +6.7% | -26.4% | +33.1% | -2.3% |
| 1Y | +26.4% | -35.2% | +61.7% | +11.2% |
| All | +65.8% | -79.4% | +145.2% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling