+124.2%
SPUU vs SPY
+81.8%
+42.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | +0.1% |
| 7D | +1.2% | +0.5% | +0.6% | +0.1% |
| 30D | -2.2% | -0.9% | -1.2% | -0.3% |
| 3M | +6.3% | +3.9% | +2.4% | -1.0% |
| 6M | +26.6% | +14.5% | +12.0% | -2.0% |
| YTD | +22.1% | +12.9% | +9.2% | -2.5% |
| 1Y | +33.5% | +19.4% | +14.1% | -4.0% |
| 3Y | +151.4% | +78.5% | +72.9% | -14.0% |
| 5Y | +124.2% | +81.8% | +42.4% | -20.4% |
| All | +124.2% | +81.8% | +42.4% | -20.4% |
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