+19.2%
UL vs SPXU
-85.5%
+104.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.2% |
| 7D | -4.1% | +6.4% | -10.4% | -3.5% |
| 30D | -1.2% | +5.9% | -7.1% | -0.6% |
| 3M | +6.0% | -11.7% | +17.7% | +4.9% |
| 6M | -5.5% | -28.7% | +23.2% | -8.3% |
| YTD | -3.3% | -26.4% | +23.0% | -5.8% |
| 1Y | -9.8% | -35.2% | +25.4% | -13.1% |
| 3Y | +20.1% | -79.8% | +99.9% | +2.0% |
| 5Y | +19.2% | -86.1% | +105.2% | +2.2% |
| All | +19.2% | -85.5% | +104.7% | +2.2% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling