+254.8%
SPOT vs SPXU
-99.1%
+353.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -1.9% |
| 7D | -2.9% | -1.5% | -1.4% | -3.3% |
| 30D | +8.3% | +3.7% | +4.6% | +9.8% |
| 3M | +5.1% | -9.6% | +14.6% | +1.6% |
| 6M | -6.5% | -32.4% | +25.9% | -18.0% |
| YTD | -9.0% | -28.7% | +19.7% | -18.2% |
| 1Y | -26.4% | -38.2% | +11.8% | -36.9% |
| 3Y | +240.0% | -80.4% | +320.5% | +113.3% |
| 5Y | +111.7% | -86.0% | +197.8% | +43.4% |
| All | +254.8% | -99.1% | +353.8% | +56.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling