+58.1%
GEN vs SPXS
-80.2%
+138.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.4% | -2.3% |
| 7D | -0.7% | -1.5% | +0.8% | -1.1% |
| 30D | +2.6% | +3.7% | -1.0% | +3.9% |
| 3M | +15.8% | -9.6% | +25.4% | +13.1% |
| 6M | +33.1% | -32.4% | +65.5% | +20.4% |
| YTD | +11.3% | -28.7% | +40.0% | +2.9% |
| 1Y | +1.7% | -38.1% | +39.7% | -9.3% |
| 3Y | +58.1% | -80.1% | +138.3% | +4.4% |
| All | +58.1% | -80.2% | +138.4% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling