-52.2%
OPEN vs SPXU
-34.8%
-17.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.8% | -8.5% | -4.6% |
| 7D | -10.5% | +6.4% | -16.9% | -4.1% |
| 30D | -21.8% | +5.9% | -27.7% | -16.0% |
| 3M | -37.5% | -11.7% | -25.8% | -43.0% |
| 6M | -44.1% | -28.7% | -15.4% | -57.9% |
| YTD | -52.0% | -26.4% | -25.6% | -61.4% |
| 1Y | -52.2% | -35.2% | -17.0% | -72.5% |
| All | -52.2% | -34.8% | -17.4% | -72.5% |
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