+148.0%
SN vs SPXU
-26.3%
+174.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +3.4% |
| 7D | +1.5% | -7.6% | +9.1% | -1.8% |
| 30D | +21.5% | +5.3% | +16.2% | +25.4% |
| 3M | +20.0% | +9.6% | +10.4% | +27.2% |
| 6M | +119.9% | -4.5% | +124.5% | +119.1% |
| YTD | +102.3% | -25.9% | +128.2% | +72.1% |
| 1Y | +148.0% | -28.9% | +176.9% | +106.8% |
| All | +148.0% | -26.3% | +174.3% | +106.8% |
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