+78.7%
PR vs SPXU
-99.5%
+178.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.9% | +6.7% | +1.4% |
| 7D | -0.5% | +1.5% | -2.0% | +0.6% |
| 30D | -4.6% | +6.4% | -11.0% | -2.0% |
| 3M | +4.7% | +4.2% | +0.4% | +6.8% |
| 6M | +12.4% | -7.8% | +20.2% | +9.9% |
| YTD | +62.9% | -27.5% | +90.4% | +46.0% |
| 1Y | +70.6% | -27.1% | +97.7% | +53.6% |
| 3Y | +90.0% | -80.8% | +170.8% | +16.1% |
| 5Y | +255.5% | -84.1% | +339.6% | +143.8% |
| 10Y | +78.7% | -99.5% | +178.2% | +1.5% |
| All | +78.7% | -99.5% | +178.3% | +1.5% |
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 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