+148.6%
TE vs SPXU
-40.4%
+189.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | +0.1% | +2.9% |
| 7D | -4.0% | -0.1% | -3.8% | -3.8% |
| 30D | -15.9% | +0.8% | -16.7% | -14.4% |
| 3M | -60.5% | -4.7% | -55.8% | -59.9% |
| 6M | -35.2% | -29.6% | -5.6% | -44.1% |
| YTD | -31.1% | -29.9% | -1.3% | -39.4% |
| 1Y | +148.6% | -39.1% | +187.7% | +132.1% |
| All | +148.6% | -40.4% | +189.0% | +132.1% |
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