+957.1%
WDC vs SPXS
-85.4%
+1,042.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.9% | -6.3% | -3.4% |
| 7D | +4.4% | +6.4% | -2.0% | +8.1% |
| 30D | +5.3% | +6.0% | -0.7% | +8.9% |
| 3M | -5.9% | -11.6% | +5.7% | -9.7% |
| 6M | +73.2% | -28.7% | +101.9% | +53.1% |
| YTD | +167.8% | -26.3% | +194.1% | +144.7% |
| 1Y | +386.0% | -34.9% | +420.9% | +326.5% |
| 3Y | +1,309.7% | -79.5% | +1,389.2% | +758.8% |
| 5Y | +957.1% | -85.9% | +1,043.0% | +572.9% |
| All | +957.1% | -85.4% | +1,042.5% | +572.9% |
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