+484.0%
V vs SPXU
-99.5%
+583.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.7% |
| 7D | +0.9% | -7.6% | +8.5% | -1.6% |
| 30D | +9.0% | +5.3% | +3.6% | +11.4% |
| 3M | +16.7% | +9.6% | +7.1% | +21.2% |
| 6M | +33.4% | -4.5% | +37.9% | +32.9% |
| YTD | +22.4% | -25.9% | +48.2% | +13.0% |
| 1Y | +27.7% | -28.9% | +56.5% | +16.6% |
| 3Y | +78.0% | -80.5% | +158.4% | +12.6% |
| 5Y | +108.5% | -83.4% | +191.9% | +47.0% |
| All | +484.0% | -99.5% | +583.5% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling