+15.3%
TEVA vs SPXU
-28.5%
+43.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.0% |
| 7D | -0.7% | +6.4% | -7.1% | +0.5% |
| 30D | -0.4% | +5.9% | -6.3% | +0.8% |
| 3M | +8.2% | -11.7% | +19.9% | +4.3% |
| 6M | +15.3% | -28.7% | +44.0% | +0.5% |
| All | +15.3% | -28.5% | +43.8% | +0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling