-79.4%
SPXU vs FND
-50.8%
-28.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +1.2% |
| 7D | +6.4% | -5.1% | +11.4% | +3.9% |
| 30D | +5.9% | -22.5% | +28.5% | -5.4% |
| 3M | -11.7% | -5.0% | -6.7% | -11.9% |
| 6M | -28.7% | -21.5% | -7.2% | -33.7% |
| YTD | -26.4% | -23.0% | -3.3% | -31.2% |
| 1Y | -35.2% | -44.9% | +9.7% | -48.4% |
| All | -79.4% | -50.8% | -28.7% | -80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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