+47.6%
ON vs SPXU
-26.3%
+73.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -2.5% |
| 7D | +12.2% | -7.6% | +19.8% | +5.5% |
| 30D | -3.1% | +5.3% | -8.5% | +4.4% |
| 3M | -12.9% | +9.6% | -22.5% | -1.5% |
| 6M | -38.6% | -4.5% | -34.1% | -35.5% |
| YTD | +31.2% | -25.9% | +57.1% | +17.1% |
| 1Y | +47.6% | -28.9% | +76.5% | +29.0% |
| All | +47.6% | -26.3% | +73.9% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling