-84.2%
OPEN vs SPXU
-85.9%
+1.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -1.0% |
| 7D | -2.9% | +1.3% | -4.2% | -1.7% |
| 30D | -13.8% | +5.1% | -18.9% | -9.2% |
| 3M | -30.9% | -9.1% | -21.7% | -34.5% |
| 6M | -40.9% | -29.6% | -11.4% | -54.0% |
| YTD | -48.5% | -27.7% | -20.9% | -58.1% |
| 1Y | -50.9% | -37.0% | -13.9% | -62.8% |
| 3Y | -20.6% | -80.2% | +59.5% | -72.2% |
| 5Y | -84.2% | -86.0% | +1.9% | -92.2% |
| All | -84.2% | -85.9% | +1.7% | -92.2% |
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 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