+20.3%
SHW vs SPXS
-79.5%
+99.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.3% |
| 7D | -3.2% | +1.2% | -4.4% | -2.8% |
| 30D | -11.4% | +5.2% | -16.6% | -10.1% |
| 3M | +3.5% | -9.2% | +12.6% | +1.6% |
| 6M | -3.4% | -29.6% | +26.2% | -10.6% |
| YTD | -0.3% | -27.6% | +27.3% | -6.9% |
| 1Y | -10.4% | -36.7% | +26.3% | -18.8% |
| All | +20.3% | -79.5% | +99.8% | -16.1% |
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