+1,817.6%
SMH vs SPXS
-99.6%
+1,917.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +0.3% |
| 7D | +0.3% | +2.5% | -2.2% | +1.6% |
| 30D | -2.8% | +4.2% | -7.0% | -0.5% |
| 3M | -6.7% | -9.3% | +2.6% | -9.5% |
| 6M | +41.8% | -30.7% | +72.5% | +23.9% |
| YTD | +57.9% | -28.1% | +85.9% | +42.1% |
| 1Y | +87.6% | -35.1% | +122.7% | +63.6% |
| 3Y | +282.9% | -79.6% | +362.5% | +133.8% |
| 5Y | +330.4% | -86.3% | +416.7% | +180.7% |
| All | +1,817.6% | -99.6% | +1,917.2% | +386.0% |
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