+20.6%
GEN vs SPXS
-85.7%
+106.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | +0.2% |
| 7D | -2.9% | +1.2% | -4.1% | -2.5% |
| 30D | +2.1% | +5.2% | -3.1% | +3.6% |
| 3M | +19.7% | -9.2% | +28.9% | +17.3% |
| 6M | +33.3% | -29.6% | +62.9% | +23.1% |
| YTD | +11.1% | -27.6% | +38.7% | +4.0% |
| 1Y | +3.0% | -36.7% | +39.7% | -6.5% |
| 3Y | +57.9% | -79.8% | +137.7% | +15.3% |
| 5Y | +20.6% | -85.9% | +106.5% | -10.4% |
| All | +20.6% | -85.7% | +106.3% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling