+7,067.9%
ASX vs SPXS
-100.0%
+7,167.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.7% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +2.0% | +0.8% | +1.2% | +2.5% |
| 3M | -1.3% | -4.7% | +3.4% | -0.7% |
| 6M | +71.4% | -29.6% | +101.1% | +56.8% |
| YTD | +135.3% | -29.8% | +165.1% | +116.4% |
| 1Y | +267.5% | -38.9% | +306.4% | +225.1% |
| 3Y | +388.5% | -79.6% | +468.1% | +233.0% |
| 5Y | +417.1% | -85.9% | +503.0% | +271.6% |
| 10Y | +872.7% | -99.5% | +972.3% | +217.0% |
| All | +7,067.9% | -100.0% | +7,167.9% | +556.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling