-79.9%
SPXU vs BTG
+94.8%
-174.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.3% |
| 7D | +2.5% | -3.8% | +6.2% | +1.6% |
| 30D | +4.2% | +3.6% | +0.5% | +5.4% |
| 3M | -9.3% | +32.0% | -41.3% | -1.6% |
| 6M | -30.7% | +3.4% | -34.1% | -27.6% |
| YTD | -28.1% | +20.8% | -48.9% | -21.4% |
| 1Y | -35.2% | +22.4% | -57.7% | -27.5% |
| 3Y | -79.9% | +91.7% | -171.7% | -73.1% |
| All | -79.9% | +94.8% | -174.8% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling