-86.1%
SPXU vs BB
-29.9%
-56.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +0.7% |
| 7D | +6.4% | -2.1% | +8.4% | +5.5% |
| 30D | +5.9% | -16.0% | +22.0% | -1.0% |
| 3M | -11.7% | -14.5% | +2.8% | -14.8% |
| 6M | -28.7% | +118.6% | -147.2% | +8.4% |
| YTD | -26.4% | +98.9% | -125.3% | +7.9% |
| 1Y | -35.2% | +99.5% | -134.7% | -3.2% |
| 3Y | -79.8% | +65.4% | -145.2% | -67.5% |
| 5Y | -86.1% | -27.6% | -58.4% | -80.5% |
| All | -86.1% | -29.9% | -56.2% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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