+27.2%
P vs SPXU
-38.3%
+65.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +3.0% |
| 7D | +7.8% | -1.5% | +9.3% | +6.7% |
| 30D | +12.3% | +3.7% | +8.6% | +15.8% |
| 3M | +37.1% | -9.6% | +46.7% | +29.7% |
| 6M | +66.1% | -32.4% | +98.4% | +30.1% |
| YTD | +50.9% | -28.7% | +79.6% | +27.9% |
| 1Y | +27.2% | -38.2% | +65.4% | -3.5% |
| All | +27.2% | -38.3% | +65.5% | -3.5% |
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