+209.8%
RSP vs SPXS
-99.5%
+309.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -0.5% |
| 7D | -1.8% | +1.2% | -3.1% | -1.4% |
| 30D | -2.5% | +5.2% | -7.7% | -0.8% |
| 3M | +3.0% | -9.2% | +12.2% | +0.5% |
| 6M | +8.9% | -29.6% | +38.5% | -1.2% |
| YTD | +13.0% | -27.6% | +40.6% | +3.9% |
| 1Y | +16.2% | -36.7% | +53.0% | +3.1% |
| 3Y | +52.7% | -79.8% | +132.5% | +2.2% |
| 5Y | +50.5% | -85.9% | +136.3% | +3.7% |
| 10Y | +209.8% | -99.5% | +309.4% | -5.7% |
| All | +209.8% | -99.5% | +309.4% | -5.7% |
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 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