-7.5%
T vs SPXU
-36.3%
+28.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.3% |
| 7D | +1.5% | +2.5% | -1.0% | +1.2% |
| 30D | +7.5% | +4.2% | +3.3% | +6.9% |
| 3M | +14.8% | -9.3% | +24.1% | +16.1% |
| 6M | -1.7% | -30.7% | +28.9% | +2.1% |
| YTD | +8.7% | -28.1% | +36.8% | +12.2% |
| 1Y | -7.5% | -35.2% | +27.8% | -3.0% |
| All | -7.5% | -36.3% | +28.8% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling