+112.5%
NET vs SPXU
-86.1%
+198.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.2% | -1.0% |
| 7D | -7.0% | -0.1% | -6.9% | -6.9% |
| 30D | -4.8% | +0.8% | -5.6% | -3.5% |
| 3M | +3.8% | -4.7% | +8.5% | +2.7% |
| 6M | +50.0% | -29.6% | +79.7% | +19.5% |
| YTD | +41.5% | -29.9% | +71.3% | +13.9% |
| 1Y | +32.8% | -39.1% | +71.9% | -1.8% |
| 3Y | +335.9% | -80.0% | +415.9% | +66.3% |
| All | +112.5% | -86.1% | +198.6% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling