-41.7%
TECH vs SPXS
-85.9%
+44.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | +0.5% |
| 7D | +0.2% | -1.5% | +1.7% | -0.4% |
| 30D | +0.1% | +3.7% | -3.5% | +1.6% |
| 3M | +37.5% | -9.6% | +47.1% | +33.2% |
| 6M | +34.6% | -32.4% | +67.0% | +17.4% |
| YTD | +23.5% | -28.7% | +52.1% | +10.9% |
| 1Y | +34.4% | -38.1% | +72.5% | +15.3% |
| 3Y | +2.3% | -80.1% | +82.4% | -36.3% |
| 5Y | -41.7% | -85.9% | +44.2% | -61.7% |
| All | -41.7% | -85.9% | +44.2% | -61.7% |
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 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