+594.1%
XYZ vs SPXU
-99.5%
+693.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | -2.4% |
| 7D | -2.2% | +1.5% | -3.7% | -0.4% |
| 30D | +11.6% | +6.4% | +5.2% | +17.8% |
| 3M | +8.4% | +4.2% | +4.2% | +13.9% |
| 6M | +17.2% | -7.8% | +24.9% | +15.8% |
| YTD | +31.7% | -27.5% | +59.2% | +15.3% |
| 1Y | +30.1% | -27.1% | +57.2% | +15.1% |
| 3Y | +66.4% | -80.8% | +147.3% | -22.2% |
| 5Y | -62.2% | -84.1% | +21.9% | -75.7% |
| All | +594.1% | -99.5% | +693.6% | +19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling