-86.3%
SPXU vs TRU
-35.6%
-50.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -1.7% |
| 7D | +2.5% | -2.7% | +5.2% | +0.4% |
| 30D | +4.2% | -2.0% | +6.2% | +2.9% |
| 3M | -9.3% | +18.4% | -27.7% | +4.7% |
| 6M | -30.7% | +8.9% | -39.6% | -24.0% |
| YTD | -28.1% | -8.9% | -19.2% | -31.4% |
| 1Y | -35.2% | -15.9% | -19.4% | -41.9% |
| 3Y | -79.9% | -1.1% | -78.9% | -75.1% |
| All | -86.3% | -35.6% | -50.7% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling