-79.8%
SPXU vs DAR
+9.6%
-89.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.6% |
| 7D | +1.3% | -0.2% | +1.4% | +1.2% |
| 30D | +5.1% | +7.4% | -2.3% | +7.8% |
| 3M | -9.1% | +15.7% | -24.8% | -4.1% |
| 6M | -29.6% | +30.0% | -59.6% | -21.9% |
| YTD | -27.7% | +87.5% | -115.2% | -7.3% |
| 1Y | -37.0% | +113.4% | -150.3% | -14.0% |
| All | -79.8% | +9.6% | -89.4% | -79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling