+241.0%
RVMD vs SPXU
-30.4%
+271.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.9% | +7.7% | +0.9% |
| 7D | +5.8% | +2.2% | +3.7% | +6.8% |
| 30D | -3.8% | +3.8% | -7.6% | -2.2% |
| 3M | +3.2% | +3.3% | -0.1% | +5.1% |
| 6M | +35.0% | -16.7% | +51.7% | +27.9% |
| YTD | +150.7% | -28.6% | +179.4% | +122.4% |
| 1Y | +241.0% | -30.6% | +271.5% | +201.1% |
| All | +241.0% | -30.4% | +271.3% | +201.1% |
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