+1,227.8%
BE vs SPXS
-85.7%
+1,313.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -1.8% |
| 7D | +23.9% | +1.2% | +22.7% | +25.1% |
| 30D | +27.8% | +5.2% | +22.7% | +33.2% |
| 3M | +3.7% | -9.2% | +12.9% | +1.2% |
| 6M | +78.0% | -29.6% | +107.5% | +51.3% |
| YTD | +209.9% | -27.6% | +237.5% | +175.0% |
| 1Y | +389.6% | -36.7% | +426.3% | +318.4% |
| 3Y | +1,730.6% | -79.8% | +1,810.4% | +835.0% |
| 5Y | +1,227.8% | -85.9% | +1,313.7% | +712.1% |
| All | +1,227.8% | -85.7% | +1,313.5% | +712.1% |
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