+17.5%
P vs SPXU
-30.4%
+47.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | -0.1% | -9.3% |
| 7D | -19.4% | +2.2% | -21.5% | -17.4% |
| 30D | -22.3% | +3.8% | -26.1% | -18.6% |
| 3M | +33.2% | +3.3% | +29.9% | +40.2% |
| 6M | +53.6% | -16.7% | +70.3% | +41.0% |
| YTD | +66.8% | -28.6% | +95.4% | +45.7% |
| 1Y | +17.5% | -30.6% | +48.1% | +1.9% |
| All | +17.5% | -30.4% | +47.9% | +1.9% |
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