+1,665.8%
AMAT vs SPXS
-99.5%
+1,765.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.3% | +4.9% |
| 7D | +7.0% | -1.5% | +8.5% | +6.0% |
| 30D | -12.2% | +3.7% | -15.9% | -10.4% |
| 3M | -3.8% | -9.6% | +5.8% | -6.7% |
| 6M | +45.9% | -32.4% | +78.3% | +24.0% |
| YTD | +84.6% | -28.7% | +113.3% | +64.0% |
| 1Y | +193.4% | -38.1% | +231.5% | +146.3% |
| 3Y | +228.1% | -80.1% | +308.2% | +82.7% |
| 5Y | +268.9% | -85.9% | +354.8% | +129.8% |
| 10Y | +1,665.8% | -99.5% | +1,765.3% | +260.5% |
| All | +1,665.8% | -99.5% | +1,765.3% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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