+551.1%
SU vs SPXS
-100.0%
+651.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | +0.6% |
| 7D | +1.7% | +6.4% | -4.7% | +4.1% |
| 30D | +9.6% | +6.0% | +3.6% | +12.1% |
| 3M | +11.7% | -11.6% | +23.4% | +6.6% |
| 6M | +21.9% | -28.7% | +50.6% | +7.1% |
| YTD | +58.6% | -26.3% | +84.9% | +41.8% |
| 1Y | +66.5% | -34.9% | +101.4% | +42.3% |
| 3Y | +121.4% | -79.5% | +200.9% | +30.3% |
| 5Y | +355.7% | -85.9% | +441.7% | +169.6% |
| 10Y | +264.2% | -99.5% | +363.7% | -26.2% |
| All | +551.1% | -100.0% | +651.1% | -78.3% |
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