+1.3%
BBY vs SPXS
-86.0%
+87.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +2.2% |
| 7D | +0.6% | +2.5% | -1.9% | +1.6% |
| 30D | +9.4% | +4.2% | +5.2% | +11.2% |
| 3M | +19.3% | -9.3% | +28.6% | +15.8% |
| 6M | +47.9% | -30.7% | +78.6% | +30.9% |
| YTD | +39.6% | -28.1% | +67.6% | +25.9% |
| 1Y | +22.2% | -35.1% | +57.2% | +7.1% |
| 3Y | +45.0% | -79.6% | +124.6% | -7.7% |
| All | +1.3% | -86.0% | +87.2% | -33.9% |
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 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