+135.3%
PSX vs SPXU
-79.8%
+215.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.9% |
| 7D | +1.8% | +1.3% | +0.6% | +2.1% |
| 30D | +21.6% | +5.1% | +16.5% | +23.0% |
| 3M | +46.5% | -9.1% | +55.6% | +43.4% |
| 6M | +62.0% | -29.6% | +91.6% | +49.1% |
| YTD | +106.3% | -27.7% | +134.0% | +91.8% |
| 1Y | +103.0% | -37.0% | +139.9% | +81.7% |
| All | +135.3% | -79.8% | +215.1% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling