+966.8%
MOD vs SPXU
-99.5%
+1,066.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -7.0% | +16.9% | +6.3% |
| 7D | -13.9% | -1.5% | -12.5% | -14.2% |
| 30D | -41.5% | +9.7% | -51.2% | -37.9% |
| 3M | -45.7% | +8.4% | -54.2% | -42.2% |
| 6M | -61.1% | -5.7% | -55.4% | -60.3% |
| YTD | -20.5% | -25.4% | +4.9% | -25.5% |
| 1Y | -32.1% | -28.9% | -3.2% | -36.9% |
| 3Y | +146.5% | -81.2% | +227.6% | +54.8% |
| 5Y | +812.7% | -83.3% | +896.0% | +574.6% |
| 10Y | +966.8% | -99.5% | +1,066.3% | +172.5% |
| All | +966.8% | -99.5% | +1,066.4% | +172.5% |
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