-44.4%
UNX vs SPY
+15.6%
-59.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -0.4% | +10.5% | +11.3% |
| 7D | +4.3% | +2.6% | +1.7% | -4.7% |
| 30D | +53.9% | -2.0% | +55.9% | +59.1% |
| 3M | +21.4% | -2.8% | +24.2% | +31.8% |
| 6M | +215.4% | +2.1% | +213.3% | +180.8% |
| YTD | -30.2% | +11.5% | -41.7% | -53.9% |
| 1Y | -5.1% | +13.5% | -18.5% | -43.7% |
| All | -44.4% | +15.6% | -59.9% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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