+1,802.9%
TER vs SPXU
-99.5%
+1,902.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.4% | -2.5% |
| 7D | +9.4% | +6.4% | +3.0% | +13.1% |
| 30D | -2.4% | +5.9% | -8.4% | +0.9% |
| 3M | +6.5% | -11.7% | +18.2% | +2.3% |
| 6M | +23.2% | -28.7% | +51.9% | +9.6% |
| YTD | +91.5% | -26.4% | +117.8% | +75.9% |
| 1Y | +214.8% | -35.2% | +250.0% | +177.2% |
| 3Y | +275.3% | -79.8% | +355.1% | +126.0% |
| 5Y | +211.9% | -86.1% | +298.0% | +105.0% |
| All | +1,802.9% | -99.5% | +1,902.5% | +368.0% |
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 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