+1,055.3%
DELL vs SPXS
-85.4%
+1,140.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -4.4% |
| 7D | -1.9% | +6.4% | -8.3% | +1.3% |
| 30D | +14.9% | +6.0% | +8.9% | +18.9% |
| 3M | +37.2% | -11.6% | +48.8% | +31.6% |
| 6M | +254.0% | -28.7% | +282.7% | +213.6% |
| YTD | +306.1% | -26.3% | +332.4% | +270.1% |
| 1Y | +312.3% | -34.9% | +347.2% | +259.7% |
| 3Y | +654.0% | -79.5% | +733.5% | +381.0% |
| 5Y | +1,055.3% | -85.9% | +1,141.3% | +654.7% |
| All | +1,055.3% | -85.4% | +1,140.7% | +654.7% |
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