-83.1%
SPXS vs IBB
+41.1%
-124.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.8% | -9.8% | -2.8% |
| 7D | -1.5% | +2.7% | -4.2% | +3.8% |
| 30D | +9.6% | +6.3% | +3.3% | +21.9% |
| 3M | +8.5% | +11.1% | -2.6% | +29.2% |
| 6M | -5.8% | +29.2% | -35.0% | +43.5% |
| YTD | -25.4% | +30.2% | -55.6% | +18.0% |
| 1Y | -28.8% | +39.5% | -68.3% | +27.0% |
| 3Y | -80.9% | +92.3% | -173.2% | -28.6% |
| 5Y | -83.1% | +43.0% | -126.1% | -41.0% |
| All | -83.1% | +41.1% | -124.2% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling