-99.5%
SPXU vs FLR
+19.7%
-119.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -1.9% |
| 7D | +2.5% | -3.5% | +6.0% | +1.1% |
| 30D | +4.2% | +4.2% | 0.0% | +6.1% |
| 3M | -9.3% | +8.1% | -17.3% | -5.1% |
| 6M | -30.7% | +21.5% | -52.2% | -22.4% |
| YTD | -28.1% | +36.8% | -64.9% | -14.8% |
| 1Y | -35.2% | +31.2% | -66.4% | -23.3% |
| 3Y | -79.9% | +53.9% | -133.8% | -70.8% |
| 5Y | -86.4% | +243.0% | -329.4% | -70.5% |
| All | -99.5% | +19.7% | -119.3% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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