+96.9%
PSX vs SPXU
-30.4%
+127.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.9% | +0.4% | -3.8% |
| 7D | -5.2% | +2.2% | -7.3% | -5.4% |
| 30D | -3.7% | +3.8% | -7.5% | -4.2% |
| 3M | +26.8% | +3.3% | +23.5% | +26.2% |
| 6M | +47.3% | -16.7% | +64.0% | +49.8% |
| YTD | +105.4% | -28.6% | +134.0% | +114.3% |
| 1Y | +96.9% | -30.6% | +127.5% | +105.7% |
| All | +96.9% | -30.4% | +127.3% | +105.7% |
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