+179.5%
SW vs SPXU
-99.5%
+279.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -1.7% |
| 7D | -3.0% | -9.4% | +6.4% | -4.8% |
| 30D | +4.2% | +7.4% | -3.3% | +6.0% |
| 3M | -11.5% | +6.2% | -17.7% | -10.0% |
| 6M | +8.6% | -7.2% | +15.8% | +8.5% |
| YTD | +15.0% | -26.8% | +41.7% | +10.9% |
| 1Y | +25.7% | -26.3% | +51.9% | +21.6% |
| 3Y | +44.8% | -80.6% | +125.4% | +19.1% |
| 5Y | -1.7% | -83.6% | +81.8% | -16.7% |
| All | +179.5% | -99.5% | +279.0% | +76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling