+361.6%
PSX vs SPXU
-99.5%
+461.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +1.2% |
| 7D | +7.8% | -7.6% | +15.4% | +5.3% |
| 30D | -10.9% | +5.3% | -16.2% | -8.9% |
| 3M | +14.5% | +9.6% | +4.8% | +18.6% |
| 6M | +56.1% | -4.5% | +60.6% | +54.9% |
| YTD | +109.6% | -25.9% | +135.5% | +91.8% |
| 1Y | +95.5% | -28.9% | +124.4% | +76.8% |
| 3Y | +156.2% | -80.5% | +236.7% | +62.8% |
| 5Y | +310.0% | -83.4% | +393.4% | +184.7% |
| All | +361.6% | -99.5% | +461.1% | +28.6% |
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