+488.5%
NDAQ vs SPXU
-99.5%
+588.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | +0.2% |
| 7D | +1.3% | -7.6% | +8.8% | -1.0% |
| 30D | +18.0% | +5.3% | +12.6% | +20.3% |
| 3M | +11.5% | +9.6% | +1.9% | +15.5% |
| 6M | +21.1% | -4.5% | +25.6% | +21.0% |
| YTD | +12.8% | -25.9% | +38.7% | +5.6% |
| 1Y | +25.7% | -28.9% | +54.6% | +16.4% |
| 3Y | +116.8% | -80.5% | +197.3% | +47.0% |
| 5Y | +67.3% | -83.4% | +150.6% | +24.0% |
| All | +488.5% | -99.5% | +588.0% | +92.0% |
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