+355.0%
SE vs SPXU
-99.1%
+454.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.2% | -5.6% |
| 7D | -7.7% | +1.5% | -9.3% | -6.4% |
| 30D | -22.8% | +6.4% | -29.2% | -19.6% |
| 3M | -43.7% | +4.2% | -48.0% | -41.8% |
| 6M | -12.8% | -7.8% | -5.0% | -14.1% |
| YTD | -42.0% | -27.5% | -14.5% | -48.1% |
| 1Y | -48.0% | -27.1% | -20.9% | -53.0% |
| 3Y | +62.7% | -80.8% | +143.5% | -12.1% |
| 5Y | -77.8% | -84.1% | +6.3% | -85.0% |
| All | +355.0% | -99.1% | +454.2% | +51.1% |
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 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