+365.6%
NDAQ vs SPXU
-99.5%
+465.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.2% | -1.8% |
| 7D | -6.8% | +6.4% | -13.1% | -5.0% |
| 30D | -3.2% | +5.9% | -9.1% | -1.3% |
| 3M | +6.5% | -11.7% | +18.1% | +3.1% |
| 6M | +5.7% | -28.7% | +34.4% | -3.3% |
| YTD | -4.6% | -26.4% | +21.7% | -11.4% |
| 1Y | -1.6% | -35.2% | +33.7% | -11.6% |
| 3Y | +86.4% | -79.8% | +166.2% | +27.8% |
| 5Y | +50.3% | -86.1% | +136.4% | +5.3% |
| All | +365.6% | -99.5% | +465.2% | +57.3% |
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