+649.0%
P vs SPXU
-99.5%
+748.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +3.9% |
| 7D | +17.8% | -9.4% | +27.2% | +12.4% |
| 30D | -29.9% | +7.4% | -37.3% | -25.2% |
| 3M | -1.2% | +6.2% | -7.3% | +5.6% |
| 6M | +32.1% | -7.2% | +39.4% | +35.1% |
| YTD | +64.3% | -26.8% | +91.1% | +53.8% |
| 1Y | +24.3% | -26.3% | +50.5% | +17.7% |
| 3Y | +203.2% | -80.6% | +283.8% | +84.5% |
| 5Y | +290.4% | -83.6% | +374.0% | +177.5% |
| All | +649.0% | -99.5% | +748.5% | +68.1% |
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