+580.0%
XYZ vs SPXU
-99.5%
+679.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -2.1% |
| 7D | +2.9% | -1.5% | +4.3% | +2.0% |
| 30D | +1.4% | +3.7% | -2.3% | +4.3% |
| 3M | +14.6% | -9.6% | +24.1% | +9.2% |
| 6M | +20.8% | -32.4% | +53.1% | -2.0% |
| YTD | +23.1% | -28.7% | +51.7% | +4.8% |
| 1Y | +5.6% | -38.2% | +43.9% | -16.4% |
| 3Y | +50.9% | -80.4% | +131.3% | -28.1% |
| 5Y | -68.6% | -86.0% | +17.5% | -81.3% |
| 10Y | +580.0% | -99.5% | +679.5% | +36.1% |
| All | +580.0% | -99.5% | +679.5% | +36.1% |
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