+295.5%
BEN vs SPXS
-100.0%
+395.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | +0.5% |
| 7D | +4.7% | -1.5% | +6.2% | +4.0% |
| 30D | +2.6% | +3.7% | -1.1% | +4.4% |
| 3M | +11.5% | -9.6% | +21.1% | +7.6% |
| 6M | +35.3% | -32.4% | +67.7% | +16.7% |
| YTD | +48.6% | -28.7% | +77.3% | +32.3% |
| 1Y | +46.7% | -38.1% | +84.8% | +23.8% |
| 3Y | +57.0% | -80.1% | +137.1% | -9.7% |
| 5Y | +41.8% | -85.9% | +127.7% | -12.8% |
| 10Y | +55.2% | -99.5% | +154.7% | -68.9% |
| All | +295.5% | -100.0% | +395.5% | -88.4% |
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 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