+484.0%
V vs SPXS
-99.5%
+583.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.7% |
| 7D | +0.9% | -7.5% | +8.4% | -1.6% |
| 30D | +9.0% | +5.3% | +3.6% | +11.4% |
| 3M | +16.7% | +9.7% | +7.0% | +21.3% |
| 6M | +33.4% | -4.6% | +38.0% | +32.9% |
| YTD | +22.4% | -25.8% | +48.1% | +13.1% |
| 1Y | +27.7% | -28.8% | +56.5% | +16.7% |
| 3Y | +78.0% | -80.2% | +158.1% | +13.5% |
| 5Y | +108.5% | -83.2% | +191.7% | +47.8% |
| All | +484.0% | -99.5% | +583.5% | +51.1% |
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