-35.2%
SPXU vs HBM
+97.2%
-132.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.6% |
| 7D | +2.5% | -3.3% | +5.8% | +1.5% |
| 30D | +4.2% | -4.8% | +9.0% | +2.9% |
| 3M | -9.3% | -0.4% | -8.8% | -7.5% |
| 6M | -30.7% | +17.9% | -48.6% | -22.2% |
| YTD | -28.1% | +33.7% | -61.8% | -14.1% |
| 1Y | -35.2% | +95.6% | -130.8% | -12.4% |
| All | -35.2% | +97.2% | -132.4% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling