+20.9%
SPG vs SPXS
-40.2%
+61.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.9% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -6.8% | +0.8% | -7.7% | -6.7% |
| 3M | +2.7% | -4.7% | +7.4% | +2.7% |
| 6M | +5.5% | -29.6% | +35.1% | +0.9% |
| YTD | +15.7% | -29.8% | +45.5% | +10.7% |
| 1Y | +20.9% | -38.9% | +59.8% | +12.9% |
| All | +20.9% | -40.2% | +61.1% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling