+371.4%
ASX vs SPXS
-80.3%
+451.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -7.0% | +15.6% | +4.1% |
| 7D | -12.3% | -1.5% | -10.8% | -10.8% |
| 30D | -26.0% | +9.6% | -35.6% | -18.7% |
| 3M | -8.1% | +8.5% | -16.6% | +1.0% |
| 6M | +1.4% | -5.8% | +7.1% | +6.6% |
| YTD | +115.6% | -25.4% | +140.9% | +105.9% |
| 1Y | +128.0% | -28.8% | +156.9% | +114.0% |
| 3Y | +371.4% | -80.9% | +452.3% | +146.8% |
| All | +371.4% | -80.3% | +451.7% | +146.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling