-1.1%
TLT vs SPXU
-80.6%
+79.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | +0.1% |
| 7D | +0.4% | -1.5% | +1.9% | +0.3% |
| 30D | -0.3% | +3.7% | -4.0% | -0.1% |
| 3M | -1.7% | -9.6% | +7.8% | -2.1% |
| 6M | -4.9% | -32.4% | +27.5% | -6.2% |
| YTD | -2.8% | -28.7% | +25.9% | -3.9% |
| 1Y | -4.2% | -38.2% | +34.0% | -5.7% |
| 3Y | -1.1% | -80.4% | +79.3% | -13.6% |
| All | -1.1% | -80.6% | +79.5% | -13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling