+183.3%
SW vs SPXS
-99.5%
+282.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | -1.1% |
| 7D | +1.8% | -1.5% | +3.3% | +1.8% |
| 30D | +7.0% | +9.6% | -2.6% | +9.3% |
| 3M | -7.6% | +8.5% | -16.1% | -5.7% |
| 6M | +8.5% | -5.8% | +14.3% | +8.7% |
| YTD | +17.7% | -25.4% | +43.0% | +13.9% |
| 1Y | +27.1% | -28.8% | +55.9% | +22.2% |
| 3Y | +48.2% | -80.9% | +129.1% | +21.9% |
| 5Y | -2.3% | -83.1% | +80.8% | -16.7% |
| 10Y | +183.3% | -99.5% | +282.8% | +78.7% |
| All | +183.3% | -99.5% | +282.9% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling