+283.3%
WMB vs SPXS
-99.5%
+382.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +1.0% |
| 7D | +8.1% | -9.5% | +17.5% | +5.3% |
| 30D | -6.9% | +7.4% | -14.3% | -4.5% |
| 3M | -5.1% | +6.1% | -11.2% | -2.8% |
| 6M | -5.7% | -7.3% | +1.6% | -6.7% |
| YTD | +18.1% | -26.7% | +44.8% | +10.0% |
| 1Y | +18.4% | -26.2% | +44.6% | +10.8% |
| 3Y | +122.7% | -80.3% | +203.1% | +51.4% |
| 5Y | +202.0% | -83.4% | +285.5% | +121.3% |
| All | +283.3% | -99.5% | +382.8% | +16.3% |
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