+0.8%
MUB vs SPXS
-85.4%
+86.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.7% |
| 7D | -1.2% | +6.4% | -7.6% | -1.1% |
| 30D | -2.8% | +6.0% | -8.7% | -2.7% |
| 3M | -3.1% | -11.6% | +8.6% | -3.2% |
| 6M | -2.9% | -28.7% | +25.8% | -3.4% |
| YTD | -2.0% | -26.3% | +24.3% | -2.4% |
| 1Y | 0.0% | -34.9% | +34.9% | -0.6% |
| 3Y | +7.4% | -79.5% | +86.9% | +5.0% |
| 5Y | +0.8% | -85.9% | +86.7% | -1.9% |
| All | +0.8% | -85.4% | +86.2% | -1.9% |
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 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