-53.0%
SWKS vs SPXS
-86.0%
+32.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +4.2% |
| 7D | +12.5% | -0.1% | +12.6% | +12.5% |
| 30D | +10.5% | +0.8% | +9.7% | +11.1% |
| 3M | -7.4% | -4.7% | -2.7% | -7.7% |
| 6M | +32.7% | -29.6% | +62.3% | +14.8% |
| YTD | +19.2% | -29.8% | +49.0% | +3.5% |
| 1Y | +2.4% | -38.9% | +41.3% | -15.8% |
| 3Y | -25.6% | -79.6% | +54.0% | -58.1% |
| All | -53.0% | -86.0% | +32.9% | -72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling