-61.2%
UNX vs SPY
+15.8%
-77.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | +1.0% |
| 7D | +0.8% | -2.0% | +2.8% | +9.5% |
| 30D | -7.9% | -1.7% | -6.2% | -1.3% |
| 3M | +130.5% | +4.7% | +125.7% | +87.1% |
| 6M | +245.1% | +12.5% | +232.6% | +109.2% |
| YTD | -51.4% | +11.7% | -63.1% | -67.0% |
| All | -61.2% | +15.8% | -77.1% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling