+72.9%
PBR vs SPXU
-30.4%
+103.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.9% | -2.1% | -6.3% |
| 7D | -11.0% | +2.2% | -13.1% | -11.1% |
| 30D | -18.8% | +3.8% | -22.5% | -18.9% |
| 3M | +7.8% | +3.3% | +4.5% | +7.6% |
| 6M | -7.6% | -16.7% | +9.1% | -6.3% |
| YTD | +72.7% | -28.6% | +101.3% | +77.3% |
| 1Y | +72.9% | -30.6% | +103.5% | +77.2% |
| All | +72.9% | -30.4% | +103.3% | +77.2% |
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 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