-79.9%
SPXU vs WU
-28.7%
-51.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.2% |
| 7D | +2.5% | -3.5% | +6.0% | +1.0% |
| 30D | +4.2% | -2.9% | +7.1% | +3.1% |
| 3M | -9.3% | -2.3% | -7.0% | -8.1% |
| 6M | -30.7% | -25.4% | -5.3% | -38.9% |
| YTD | -28.1% | -21.2% | -6.9% | -34.3% |
| 1Y | -35.2% | -8.9% | -26.4% | -34.8% |
| 3Y | -79.9% | -29.0% | -51.0% | -80.6% |
| All | -79.9% | -28.7% | -51.2% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling