+66.9%
T vs SPXU
-99.5%
+166.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.9% |
| 7D | -2.4% | +6.4% | -8.8% | -1.4% |
| 30D | +4.3% | +5.9% | -1.7% | +5.4% |
| 3M | +11.6% | -11.7% | +23.2% | +9.2% |
| 6M | -5.6% | -28.7% | +23.1% | -10.8% |
| YTD | +6.6% | -26.4% | +32.9% | +1.3% |
| 1Y | -8.4% | -35.2% | +26.9% | -14.8% |
| 3Y | +107.8% | -79.8% | +187.6% | +57.7% |
| 5Y | +68.3% | -86.1% | +154.3% | +27.9% |
| All | +66.9% | -99.5% | +166.5% | -30.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling