+29.3%
V vs SPXU
-30.4%
+59.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.9% | +8.7% | +3.3% |
| 7D | +9.0% | +2.2% | +6.8% | +9.2% |
| 30D | +18.1% | +3.8% | +14.3% | +18.6% |
| 3M | +18.3% | +3.3% | +15.1% | +18.9% |
| 6M | +34.1% | -16.7% | +50.8% | +30.7% |
| YTD | +25.2% | -28.6% | +53.9% | +19.5% |
| 1Y | +29.3% | -30.6% | +59.9% | +23.0% |
| All | +29.3% | -30.4% | +59.7% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling