+92.6%
NDAQ vs SPXU
-80.6%
+173.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.4% |
| 7D | -2.6% | -1.5% | -1.1% | -2.9% |
| 30D | +0.5% | +3.7% | -3.2% | +1.6% |
| 3M | +9.9% | -9.6% | +19.5% | +7.6% |
| 6M | +8.2% | -32.4% | +40.6% | -1.7% |
| YTD | -1.5% | -28.7% | +27.2% | -8.6% |
| 1Y | +1.3% | -38.2% | +39.5% | -9.2% |
| 3Y | +92.6% | -80.4% | +173.0% | +36.9% |
| All | +92.6% | -80.6% | +173.1% | +36.9% |
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