+378.1%
PSX vs SPXU
-99.6%
+477.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | -0.4% |
| 7D | +1.7% | +2.5% | -0.8% | +2.6% |
| 30D | +15.6% | +4.2% | +11.4% | +17.2% |
| 3M | +46.5% | -9.3% | +55.7% | +42.1% |
| 6M | +55.0% | -30.7% | +85.7% | +37.5% |
| YTD | +105.3% | -28.1% | +133.4% | +84.9% |
| 1Y | +101.6% | -35.2% | +136.8% | +76.2% |
| 3Y | +134.1% | -79.9% | +214.1% | +50.3% |
| 5Y | +368.7% | -86.4% | +455.1% | +199.9% |
| All | +378.1% | -99.6% | +477.7% | +26.9% |
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