+3,800.0%
FIX vs SPXS
-99.5%
+3,899.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -7.0% | +16.4% | +6.2% |
| 7D | -7.2% | -1.5% | -5.7% | -7.0% |
| 30D | -35.1% | +9.6% | -44.7% | -31.2% |
| 3M | -34.3% | +8.5% | -42.7% | -30.4% |
| 6M | -42.9% | -5.8% | -37.2% | -42.0% |
| YTD | +19.5% | -25.4% | +44.8% | +12.6% |
| 1Y | +16.8% | -28.8% | +45.6% | +9.0% |
| 3Y | +506.7% | -80.9% | +587.6% | +293.6% |
| 5Y | +1,046.7% | -83.1% | +1,129.8% | +751.5% |
| 10Y | +3,800.0% | -99.5% | +3,899.5% | +879.1% |
| All | +3,800.0% | -99.5% | +3,899.5% | +879.1% |
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 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