-30.6%
SPXU vs DAR
+63.3%
-93.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.4% | -5.0% |
| 7D | +2.2% | -5.7% | +7.9% | +1.7% |
| 30D | +3.8% | -16.6% | +20.4% | +2.4% |
| 3M | +3.3% | -13.1% | +16.3% | +2.9% |
| 6M | -16.7% | -18.8% | +2.1% | -17.6% |
| YTD | -28.6% | +45.3% | -73.9% | -13.8% |
| 1Y | -30.6% | +60.6% | -91.2% | -11.4% |
| All | -30.6% | +63.3% | -93.8% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling