+664.1%
GEN vs SPXS
-100.0%
+764.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.8% |
| 7D | +2.0% | -7.5% | +9.6% | -0.2% |
| 30D | +27.7% | +5.3% | +22.4% | +30.1% |
| 3M | +3.3% | +9.7% | -6.4% | +6.7% |
| 6M | +31.8% | -4.6% | +36.4% | +31.6% |
| YTD | +13.5% | -25.8% | +39.3% | +6.8% |
| 1Y | +16.0% | -28.8% | +44.8% | +8.0% |
| 3Y | +70.6% | -80.2% | +150.7% | +18.9% |
| 5Y | +32.1% | -83.2% | +115.3% | -0.5% |
| 10Y | +153.4% | -99.5% | +252.9% | -17.0% |
| All | +664.1% | -100.0% | +764.1% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling