+28.3%
IWD vs SPXS
-25.7%
+54.0%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.2% |
| 7D | +1.7% | -9.5% | +11.2% | -0.5% |
| 30D | +3.2% | +7.4% | -4.2% | +5.4% |
| 3M | +2.3% | +6.1% | -3.8% | +4.3% |
| 6M | +12.9% | -7.3% | +20.2% | +12.2% |
| YTD | +26.2% | -26.7% | +53.0% | +19.3% |
| 1Y | +28.3% | -26.2% | +54.5% | +21.9% |
| All | +28.3% | -25.7% | +54.0% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling