+274.6%
SU vs SPXU
-100.0%
+374.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | +0.5% |
| 7D | +1.7% | +6.4% | -4.7% | +4.0% |
| 30D | +9.6% | +5.9% | +3.7% | +12.0% |
| 3M | +11.7% | -11.7% | +23.4% | +6.9% |
| 6M | +21.9% | -28.7% | +50.6% | +8.0% |
| YTD | +58.6% | -26.4% | +85.0% | +42.8% |
| 1Y | +66.5% | -35.2% | +101.8% | +43.6% |
| 3Y | +121.4% | -79.8% | +201.2% | +33.9% |
| 5Y | +355.7% | -86.1% | +441.8% | +178.9% |
| 10Y | +264.2% | -99.5% | +363.7% | -17.6% |
| All | +274.6% | -100.0% | +374.6% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 all: compounded portfolio wealth divided by compounded SPXU 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…
all analysis · Full analysis span regression · 6 months rolling