+100.5%
SPUU vs SPY
+72.2%
+28.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | 0.0% |
| 7D | -1.6% | -0.6% | -1.0% | -0.1% |
| 30D | -8.0% | -3.7% | -4.3% | -0.6% |
| 3M | -7.1% | -2.7% | -4.4% | -1.4% |
| 6M | +0.9% | +2.2% | -1.2% | -2.3% |
| YTD | +15.9% | +10.8% | +5.1% | -3.6% |
| 1Y | +15.6% | +11.2% | +4.4% | -4.3% |
| 3Y | +145.9% | +76.5% | +69.4% | -14.0% |
| 5Y | +100.5% | +72.9% | +27.5% | -21.4% |
| All | +100.5% | +72.2% | +28.3% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling