+8,752.1%
SMH vs SPXS
-100.0%
+8,852.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | +0.7% |
| 7D | +4.3% | +1.2% | +3.1% | +4.9% |
| 30D | +0.9% | +5.2% | -4.3% | +3.3% |
| 3M | -2.8% | -9.2% | +6.3% | -5.1% |
| 6M | +45.6% | -29.6% | +75.2% | +30.4% |
| YTD | +59.5% | -27.6% | +87.1% | +45.9% |
| 1Y | +93.4% | -36.7% | +130.2% | +69.9% |
| 3Y | +287.1% | -79.8% | +366.9% | +150.3% |
| 5Y | +338.0% | -85.9% | +423.9% | +207.3% |
| 10Y | +1,876.8% | -99.5% | +1,976.4% | +488.1% |
| All | +8,752.1% | -100.0% | +8,852.1% | +646.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling