+411.1%
PWR vs SPXS
-83.0%
+494.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.1% |
| 7D | +11.3% | -7.5% | +18.8% | +8.2% |
| 30D | -8.9% | +5.3% | -14.2% | -5.5% |
| 3M | -10.5% | +9.7% | -20.2% | -5.2% |
| 6M | -22.2% | -4.6% | -17.6% | -20.9% |
| YTD | +42.7% | -25.8% | +68.5% | +33.7% |
| 1Y | +41.1% | -28.8% | +69.9% | +30.8% |
| 3Y | +242.7% | -80.2% | +322.9% | +126.0% |
| All | +411.1% | -83.0% | +494.2% | +294.4% |
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