+52.3%
BDX vs SPXS
-30.2%
+82.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.9% | +10.4% | +5.0% |
| 7D | +7.2% | +2.2% | +5.0% | +7.4% |
| 30D | +15.8% | +3.8% | +12.0% | +16.2% |
| 3M | +23.7% | +3.3% | +20.4% | +24.2% |
| 6M | +44.8% | -16.7% | +61.5% | +41.1% |
| YTD | +39.8% | -28.5% | +68.3% | +32.6% |
| 1Y | +52.3% | -30.4% | +82.8% | +44.4% |
| All | +52.3% | -30.2% | +82.5% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling