+839.8%
MOD vs SPXU
-99.5%
+939.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.9% | +7.4% | +1.5% |
| 7D | +8.2% | +1.5% | +6.7% | +10.4% |
| 30D | -38.2% | +6.4% | -44.5% | -35.3% |
| 3M | -46.2% | +4.2% | -50.5% | -43.8% |
| 6M | -62.5% | -7.8% | -54.8% | -62.1% |
| YTD | -20.1% | -27.5% | +7.4% | -26.2% |
| 1Y | -29.7% | -27.1% | -2.5% | -33.9% |
| 3Y | +136.2% | -80.8% | +217.0% | +49.2% |
| 5Y | +820.4% | -84.1% | +904.5% | +564.8% |
| 10Y | +839.8% | -99.5% | +939.3% | +113.4% |
| All | +839.8% | -99.5% | +939.3% | +113.4% |
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