+70.3%
PR vs SPXU
-99.5%
+169.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +1.3% |
| 7D | -9.5% | +0.5% | -10.0% | -9.0% |
| 30D | -5.7% | +10.9% | -16.6% | -1.7% |
| 3M | +3.0% | +9.6% | -6.6% | +6.9% |
| 6M | +11.8% | -4.7% | +16.5% | +10.5% |
| YTD | +58.5% | -24.6% | +83.1% | +44.0% |
| 1Y | +69.9% | -24.7% | +94.6% | +54.6% |
| 3Y | +84.9% | -80.0% | +164.9% | +14.5% |
| 5Y | +246.4% | -83.5% | +329.9% | +140.7% |
| 10Y | +70.3% | -99.5% | +169.8% | -5.9% |
| All | +70.3% | -99.5% | +169.8% | -5.9% |
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 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