-99.5%
SPXU vs DAR
+375.1%
-474.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +0.7% |
| 7D | +6.4% | +0.9% | +5.4% | +7.0% |
| 30D | +5.9% | +6.4% | -0.5% | +10.5% |
| 3M | -11.7% | +13.2% | -24.9% | -3.6% |
| 6M | -28.7% | +26.2% | -54.9% | -15.7% |
| YTD | -26.4% | +84.4% | -110.7% | +14.5% |
| 1Y | -35.2% | +112.0% | -147.3% | +12.9% |
| 3Y | -79.8% | +13.4% | -93.2% | -75.2% |
| 5Y | -86.1% | -6.0% | -80.0% | -81.4% |
| All | -99.5% | +375.1% | -474.6% | -95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling