+715.0%
P vs SPXS
-99.5%
+814.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +2.5% |
| 7D | +7.8% | -1.5% | +9.4% | +7.1% |
| 30D | +12.3% | +3.7% | +8.6% | +14.5% |
| 3M | +37.1% | -9.6% | +46.7% | +33.0% |
| 6M | +66.1% | -32.4% | +98.5% | +42.1% |
| YTD | +50.9% | -28.7% | +79.6% | +34.9% |
| 1Y | +27.2% | -38.1% | +65.3% | +7.9% |
| 3Y | +158.7% | -80.1% | +238.8% | +56.1% |
| 5Y | +291.1% | -85.9% | +377.0% | +152.5% |
| 10Y | +715.0% | -99.5% | +814.5% | +90.0% |
| All | +715.0% | -99.5% | +814.5% | +90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling