-86.3%
SPXU vs FND
-63.3%
-23.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -1.8% |
| 7D | +2.5% | -5.8% | +8.2% | -1.1% |
| 30D | +4.2% | -20.2% | +24.4% | -8.9% |
| 3M | -9.3% | -12.0% | +2.7% | -14.6% |
| 6M | -30.7% | -18.5% | -12.2% | -36.1% |
| YTD | -28.1% | -22.3% | -5.9% | -34.8% |
| 1Y | -35.2% | -47.6% | +12.4% | -54.4% |
| 3Y | -79.9% | -49.8% | -30.2% | -83.2% |
| All | -86.3% | -63.3% | -23.0% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling