+2,985.2%
V vs SPXU
-100.0%
+3,085.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -2.4% |
| 7D | -0.8% | -1.5% | +0.7% | -0.8% |
| 30D | +9.5% | +9.7% | -0.1% | +13.5% |
| 3M | +16.7% | +8.4% | +8.2% | +20.7% |
| 6M | +32.9% | -5.7% | +38.7% | +31.8% |
| YTD | +21.1% | -25.4% | +46.5% | +12.2% |
| 1Y | +26.6% | -28.9% | +55.5% | +15.8% |
| 3Y | +78.4% | -81.2% | +159.5% | +13.0% |
| 5Y | +105.5% | -83.3% | +188.8% | +46.0% |
| 10Y | +444.2% | -99.5% | +543.7% | +68.7% |
| All | +2,985.2% | -100.0% | +3,085.2% | +296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling