+8.8%
MUB vs SPXS
-80.2%
+89.0%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.3% | -1.5% | +1.2% | -0.3% |
| 30D | -1.5% | +3.7% | -5.2% | -1.5% |
| 3M | -1.9% | -9.6% | +7.7% | -2.1% |
| 6M | -1.7% | -32.4% | +30.7% | -2.4% |
| YTD | -0.8% | -28.7% | +27.9% | -1.3% |
| 1Y | +1.5% | -38.1% | +39.6% | +0.7% |
| 3Y | +8.8% | -80.1% | +88.9% | +3.7% |
| All | +8.8% | -80.2% | +89.0% | +3.7% |
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