-80.1%
SPXS vs IBB
+64.8%
-144.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | -1.1% |
| 7D | -1.5% | -1.7% | +0.1% | -3.5% |
| 30D | +3.7% | +4.9% | -1.2% | +10.3% |
| 3M | -9.6% | +24.2% | -33.8% | +21.4% |
| 6M | -32.4% | +23.8% | -56.2% | -7.6% |
| YTD | -28.7% | +23.0% | -51.6% | -2.8% |
| 1Y | -38.1% | +46.2% | -84.3% | +9.9% |
| 3Y | -80.1% | +64.8% | -144.9% | -49.2% |
| All | -80.1% | +64.8% | -144.9% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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