+140.2%
NI vs SPXU
-99.6%
+239.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.5% |
| 7D | 0.0% | +2.5% | -2.4% | +0.6% |
| 30D | -1.4% | +4.2% | -5.6% | -0.5% |
| 3M | -10.6% | -9.3% | -1.3% | -12.1% |
| 6M | -9.3% | -30.7% | +21.4% | -15.2% |
| YTD | +1.1% | -28.1% | +29.3% | -4.5% |
| 1Y | +3.4% | -35.2% | +38.6% | -4.1% |
| 3Y | +67.9% | -79.9% | +147.8% | +27.3% |
| 5Y | +98.0% | -86.4% | +184.3% | +49.8% |
| All | +140.2% | -99.6% | +239.7% | 0.0% |
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