+103.8%
V vs SPXS
-83.1%
+186.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.7% |
| 7D | +0.8% | +0.4% | +0.4% | +1.3% |
| 30D | +9.9% | +10.8% | -0.9% | +13.5% |
| 3M | +17.5% | +9.6% | +7.9% | +21.2% |
| 6M | +33.5% | -4.7% | +38.2% | +33.0% |
| YTD | +21.6% | -24.6% | +46.1% | +14.5% |
| 1Y | +27.6% | -24.6% | +52.1% | +20.5% |
| 3Y | +76.4% | -79.8% | +156.2% | +21.3% |
| 5Y | +103.8% | -83.3% | +187.2% | +52.6% |
| All | +103.8% | -83.1% | +186.9% | +52.6% |
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