-12.1%
DOW vs SPXS
-98.6%
+86.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -2.9% |
| 7D | -1.4% | +2.5% | -3.9% | -0.5% |
| 30D | -3.9% | +4.2% | -8.1% | -2.5% |
| 3M | -12.7% | -9.3% | -3.4% | -15.8% |
| 6M | -13.7% | -30.7% | +17.0% | -24.8% |
| YTD | +28.4% | -28.1% | +56.4% | +14.2% |
| 1Y | +21.8% | -35.1% | +56.8% | +5.3% |
| 3Y | -35.7% | -79.6% | +43.9% | -59.9% |
| 5Y | -36.8% | -86.3% | +49.4% | -60.5% |
| All | -12.1% | -98.6% | +86.5% | -69.4% |
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 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