+384.8%
V vs SPXU
-99.5%
+484.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | +0.1% |
| 7D | -2.9% | +1.3% | -4.2% | -2.5% |
| 30D | +1.9% | +5.1% | -3.3% | +3.7% |
| 3M | +13.2% | -9.1% | +22.4% | +10.1% |
| 6M | +16.7% | -29.6% | +46.3% | +4.8% |
| YTD | +5.4% | -27.7% | +33.1% | -4.1% |
| 1Y | +7.7% | -37.0% | +44.6% | -6.0% |
| 3Y | +52.0% | -80.2% | +132.2% | -3.2% |
| 5Y | +67.7% | -86.0% | +153.7% | +10.8% |
| 10Y | +384.8% | -99.5% | +484.3% | +29.6% |
| All | +384.8% | -99.5% | +484.3% | +29.6% |
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