+368.1%
T vs SPXU
-100.0%
+468.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +11.4% | +0.8% | +10.5% | +11.6% |
| 3M | +14.3% | -4.7% | +19.0% | +13.5% |
| 6M | -9.3% | -29.6% | +20.4% | -14.7% |
| YTD | +7.1% | -29.9% | +37.0% | +0.6% |
| 1Y | -9.1% | -39.1% | +30.0% | -16.7% |
| 3Y | +105.3% | -80.0% | +185.3% | +55.6% |
| 5Y | +66.8% | -86.0% | +152.9% | +27.1% |
| 10Y | +66.8% | -99.5% | +166.3% | -25.6% |
| All | +368.1% | -100.0% | +468.1% | +6.3% |
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