-99.5%
SPXU vs IBN
+324.2%
-423.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -0.9% |
| 7D | +2.5% | -3.0% | +5.5% | +0.1% |
| 30D | +4.2% | -1.5% | +5.7% | +3.0% |
| 3M | -9.3% | +7.9% | -17.2% | -3.1% |
| 6M | -30.7% | +8.6% | -39.3% | -24.4% |
| YTD | -28.1% | -0.6% | -27.6% | -26.5% |
| 1Y | -35.2% | -7.3% | -27.9% | -37.4% |
| 3Y | -79.9% | +26.2% | -106.1% | -73.5% |
| 5Y | -86.4% | +57.8% | -144.2% | -74.8% |
| All | -99.5% | +324.2% | -423.7% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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