-99.5%
SPXU vs ALLE
+217.2%
-316.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +0.5% |
| 7D | +0.5% | +0.1% | +0.4% | +1.3% |
| 30D | +10.9% | +25.9% | -15.0% | +47.3% |
| 3M | +9.6% | +14.9% | -5.3% | +30.0% |
| 6M | -4.7% | +42.1% | -46.8% | +48.6% |
| YTD | -24.6% | +20.4% | -45.0% | -4.4% |
| 1Y | -24.7% | +14.9% | -39.6% | -10.0% |
| 3Y | -80.0% | +90.1% | -170.1% | -45.7% |
| 5Y | -83.5% | +53.0% | -136.5% | -55.6% |
| 10Y | -99.5% | +208.8% | -308.3% | -94.4% |
| All | -99.5% | +217.2% | -316.7% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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