+63.7%
SPG vs SPXU
-99.5%
+163.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -1.9% |
| 7D | -1.7% | +1.3% | -2.9% | -1.2% |
| 30D | -6.3% | +5.1% | -11.4% | -4.5% |
| 3M | -2.4% | -9.1% | +6.7% | -5.5% |
| 6M | +9.6% | -29.6% | +39.2% | -2.5% |
| YTD | +14.2% | -27.7% | +41.9% | +2.9% |
| 1Y | +19.3% | -37.0% | +56.3% | +2.6% |
| 3Y | +106.7% | -80.2% | +186.9% | +26.9% |
| 5Y | +104.2% | -86.0% | +190.2% | +30.9% |
| 10Y | +63.7% | -99.5% | +163.2% | -50.0% |
| All | +63.7% | -99.5% | +163.2% | -50.0% |
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