-94.8%
UVXY vs ITOT
+75.8%
-170.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.8% | -7.6% | -2.2% |
| 7D | +2.8% | -0.9% | +3.7% | -1.7% |
| 30D | -11.4% | -1.5% | -9.9% | -17.6% |
| 3M | -41.5% | +3.6% | -45.1% | -26.1% |
| 6M | -61.0% | +13.7% | -74.7% | -10.1% |
| YTD | -49.8% | +12.9% | -62.8% | +20.3% |
| 1Y | -66.4% | +17.2% | -83.6% | +7.3% |
| 3Y | -94.8% | +75.6% | -170.4% | +207.6% |
| All | -94.8% | +75.8% | -170.5% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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