+406.7%
BNY vs SPXS
-99.6%
+506.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | -0.8% |
| 7D | -1.3% | +2.5% | -3.8% | -0.5% |
| 30D | -0.2% | +4.2% | -4.4% | +1.3% |
| 3M | +14.9% | -9.3% | +24.2% | +11.9% |
| 6M | +40.0% | -30.7% | +70.7% | +26.0% |
| YTD | +42.0% | -28.1% | +70.0% | +30.1% |
| 1Y | +56.9% | -35.1% | +91.9% | +39.9% |
| 3Y | +289.9% | -79.6% | +369.4% | +159.8% |
| 5Y | +259.2% | -86.3% | +345.5% | +143.6% |
| All | +406.7% | -99.6% | +506.3% | +47.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling