-99.5%
SPXU vs WWD
+498.2%
-597.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -1.2% |
| 7D | +2.5% | -2.6% | +5.1% | +0.2% |
| 30D | +4.2% | -6.9% | +11.1% | -2.0% |
| 3M | -9.3% | -13.0% | +3.8% | -19.3% |
| 6M | -30.7% | -12.5% | -18.2% | -36.1% |
| YTD | -28.1% | +11.8% | -40.0% | -16.2% |
| 1Y | -35.2% | +41.1% | -76.3% | -4.3% |
| 3Y | -79.9% | +163.1% | -243.0% | -36.3% |
| 5Y | -86.4% | +187.6% | -274.0% | -40.9% |
| All | -99.5% | +498.2% | -597.8% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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