-86.1%
SPXU vs WU
-51.6%
-34.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +1.4% |
| 7D | +6.4% | -5.0% | +11.3% | +3.1% |
| 30D | +5.9% | -2.3% | +8.2% | +4.7% |
| 3M | -11.7% | -3.2% | -8.4% | -11.9% |
| 6M | -28.7% | -25.0% | -3.7% | -40.2% |
| YTD | -26.4% | -21.7% | -4.7% | -35.9% |
| 1Y | -35.2% | -9.0% | -26.3% | -36.2% |
| 3Y | -79.8% | -28.9% | -50.9% | -81.9% |
| 5Y | -86.1% | -51.0% | -35.0% | -89.2% |
| All | -86.1% | -51.6% | -34.5% | -89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling