+448.5%
XYL vs SPXU
-100.0%
+548.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +3.5% |
| 7D | +1.8% | -1.5% | +3.3% | +1.3% |
| 30D | -9.2% | +3.7% | -12.9% | -7.9% |
| 3M | -0.3% | -9.6% | +9.3% | -3.1% |
| 6M | -11.0% | -32.4% | +21.4% | -21.0% |
| YTD | -19.2% | -28.7% | +9.5% | -26.6% |
| 1Y | -21.2% | -38.2% | +17.0% | -31.4% |
| 3Y | +18.6% | -80.4% | +99.0% | -23.8% |
| 5Y | -14.3% | -86.0% | +71.7% | -42.2% |
| 10Y | +141.0% | -99.5% | +240.5% | -27.6% |
| All | +448.5% | -100.0% | +548.5% | -7.5% |
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