+469.4%
ASX vs SPXS
-82.9%
+552.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -7.0% | +15.6% | +4.9% |
| 7D | -12.3% | -1.5% | -10.8% | -11.0% |
| 30D | -26.0% | +9.6% | -35.6% | -19.8% |
| 3M | -8.1% | +8.5% | -16.6% | -0.3% |
| 6M | +1.4% | -5.8% | +7.1% | +5.9% |
| YTD | +115.6% | -25.4% | +140.9% | +106.6% |
| 1Y | +128.0% | -28.8% | +156.9% | +115.1% |
| 3Y | +371.4% | -80.9% | +452.3% | +186.9% |
| 5Y | +469.4% | -83.1% | +552.5% | +311.4% |
| All | +469.4% | -82.9% | +552.3% | +311.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling