+1,381.0%
NET vs SPXU
-98.3%
+1,479.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.3% | -5.1% |
| 7D | -16.4% | +2.2% | -18.5% | -15.1% |
| 30D | -25.8% | +3.8% | -29.6% | -23.9% |
| 3M | -11.5% | +3.3% | -14.8% | -8.8% |
| 6M | +18.9% | -16.7% | +35.6% | +11.6% |
| YTD | +35.2% | -28.6% | +63.8% | +19.7% |
| 1Y | +14.5% | -30.6% | +45.0% | +0.8% |
| 3Y | +313.8% | -81.9% | +395.7% | +124.3% |
| 5Y | +32.6% | -84.0% | +116.6% | -10.6% |
| All | +1,381.0% | -98.3% | +1,479.3% | +621.2% |
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