-29.6%
SPXU vs FND
-18.8%
-10.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.2% |
| 7D | +1.3% | -0.8% | +2.0% | +1.1% |
| 30D | +5.1% | -19.6% | +24.7% | -2.4% |
| 3M | -9.1% | -4.3% | -4.8% | -8.2% |
| 6M | -29.6% | -20.4% | -9.1% | -35.6% |
| All | -29.6% | -18.8% | -10.8% | -35.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling