+2,977.3%
V vs SPXU
-100.0%
+3,077.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | -1.6% |
| 7D | -0.4% | -9.4% | +9.0% | -3.5% |
| 30D | +6.3% | +7.4% | -1.1% | +9.4% |
| 3M | +17.2% | +6.2% | +11.0% | +20.4% |
| 6M | +29.2% | -7.2% | +36.5% | +27.5% |
| YTD | +20.8% | -26.8% | +47.6% | +11.2% |
| 1Y | +25.0% | -26.3% | +51.3% | +15.7% |
| 3Y | +75.3% | -80.6% | +155.9% | +12.1% |
| 5Y | +105.8% | -83.6% | +189.4% | +45.5% |
| 10Y | +451.9% | -99.5% | +551.4% | +70.2% |
| All | +2,977.3% | -100.0% | +3,077.3% | +293.2% |
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