+377.9%
TPR vs SPXU
-99.5%
+477.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.4% |
| 7D | +14.2% | +7.6% | +6.6% | +18.0% |
| 30D | +17.1% | +17.5% | -0.4% | +26.2% |
| 3M | -17.7% | +14.7% | -32.4% | -12.3% |
| 6M | -10.2% | -0.1% | -10.1% | -9.3% |
| YTD | +4.9% | -19.8% | +24.7% | -2.6% |
| 1Y | +36.1% | -23.7% | +59.9% | +24.1% |
| 3Y | +416.5% | -79.5% | +495.9% | +190.5% |
| 5Y | +254.8% | -81.9% | +336.7% | +139.3% |
| All | +377.9% | -99.5% | +477.4% | +14.7% |
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