-99.5%
SPXU vs TRU
+147.2%
-246.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -1.5% |
| 7D | +2.5% | -2.7% | +5.2% | -0.1% |
| 30D | +4.2% | -2.0% | +6.2% | +2.5% |
| 3M | -9.3% | +18.4% | -27.7% | +7.6% |
| 6M | -30.7% | +8.9% | -39.6% | -23.0% |
| YTD | -28.1% | -8.9% | -19.2% | -32.6% |
| 1Y | -35.2% | -15.9% | -19.4% | -43.7% |
| 3Y | -79.9% | -1.1% | -78.8% | -74.1% |
| 5Y | -86.4% | -35.2% | -51.2% | -85.5% |
| All | -99.5% | +147.2% | -246.7% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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