+14.1%
XRT vs SPXU
-26.3%
+40.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.7% |
| 7D | +1.7% | -7.6% | +9.3% | -0.2% |
| 30D | +7.5% | +5.3% | +2.2% | +9.4% |
| 3M | +2.2% | +9.6% | -7.4% | +5.4% |
| 6M | +14.7% | -4.5% | +19.2% | +14.6% |
| YTD | +7.5% | -25.9% | +33.4% | +0.6% |
| 1Y | +14.1% | -28.9% | +43.0% | +5.6% |
| All | +14.1% | -26.3% | +40.4% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling