+78.4%
V vs SPXU
-80.6%
+159.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -1.6% |
| 7D | -0.8% | -1.5% | +0.7% | -0.8% |
| 30D | +9.5% | +9.7% | -0.1% | +12.1% |
| 3M | +16.7% | +8.4% | +8.2% | +19.3% |
| 6M | +32.9% | -5.7% | +38.7% | +32.3% |
| YTD | +21.1% | -25.4% | +46.5% | +14.9% |
| 1Y | +26.6% | -28.9% | +55.5% | +19.1% |
| 3Y | +78.4% | -81.2% | +159.5% | +30.6% |
| All | +78.4% | -80.6% | +159.0% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling