+147.8%
GE vs SPXS
-99.5%
+247.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | +0.3% |
| 7D | -2.8% | +6.4% | -9.2% | -0.5% |
| 30D | -11.9% | +6.0% | -17.9% | -9.9% |
| 3M | +1.8% | -11.6% | +13.5% | -2.1% |
| 6M | -0.6% | -28.7% | +28.1% | -10.4% |
| YTD | +5.5% | -26.3% | +31.8% | -3.1% |
| 1Y | +15.0% | -34.9% | +49.9% | +1.7% |
| 3Y | +269.5% | -79.5% | +349.0% | +139.8% |
| 5Y | +422.4% | -85.9% | +508.4% | +248.7% |
| All | +147.8% | -99.5% | +247.4% | -26.2% |
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