+151.3%
GEN vs SPXS
-99.5%
+250.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +1.2% |
| 7D | -4.3% | +6.4% | -10.7% | -2.9% |
| 30D | +3.8% | +6.0% | -2.2% | +5.4% |
| 3M | +22.3% | -11.6% | +33.9% | +19.2% |
| 6M | +39.0% | -28.7% | +67.7% | +29.7% |
| YTD | +11.9% | -26.3% | +38.2% | +5.8% |
| 1Y | +4.5% | -34.9% | +39.4% | -3.6% |
| 3Y | +59.0% | -79.5% | +138.4% | +20.1% |
| 5Y | +22.0% | -85.9% | +107.9% | -6.6% |
| All | +151.3% | -99.5% | +250.9% | -3.2% |
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