+154.3%
PSX vs SPXS
-80.6%
+234.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.9% |
| 7D | +6.4% | -9.5% | +15.9% | +4.3% |
| 30D | -10.2% | +7.4% | -17.6% | -8.5% |
| 3M | +17.2% | +6.1% | +11.1% | +19.2% |
| 6M | +51.8% | -7.3% | +59.0% | +49.9% |
| YTD | +108.0% | -26.7% | +134.7% | +94.6% |
| 1Y | +96.1% | -26.2% | +122.3% | +84.4% |
| All | +154.3% | -80.6% | +234.8% | +82.9% |
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 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