+234.1%
TER vs SPXU
-37.3%
+271.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +4.7% |
| 7D | +12.4% | +1.3% | +11.1% | +13.6% |
| 30D | +5.1% | +5.1% | 0.0% | +11.2% |
| 3M | +4.0% | -9.1% | +13.1% | -2.3% |
| 6M | +29.5% | -29.6% | +59.1% | +0.6% |
| YTD | +98.5% | -27.7% | +126.1% | +60.7% |
| 1Y | +234.1% | -37.0% | +271.0% | +137.8% |
| All | +234.1% | -37.3% | +271.4% | +137.8% |
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