-99.7%
UVXY vs ITOT
+74.3%
-174.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.8% | -7.6% | -3.0% |
| 7D | +2.8% | -0.9% | +3.7% | -1.0% |
| 30D | -11.4% | -1.5% | -9.9% | -16.4% |
| 3M | -41.5% | +3.6% | -45.1% | -28.6% |
| 6M | -61.0% | +13.7% | -74.7% | -21.1% |
| YTD | -49.8% | +12.9% | -62.8% | +5.4% |
| 1Y | -66.4% | +17.2% | -83.6% | -10.2% |
| 3Y | -94.8% | +75.6% | -170.4% | +67.0% |
| All | -99.7% | +74.3% | -174.0% | -86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling