+280.9%
WMB vs SPXS
-99.5%
+380.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.9% | +6.1% | +1.1% |
| 7D | +1.6% | +1.5% | +0.1% | +2.5% |
| 30D | -7.1% | +6.3% | -13.4% | -4.9% |
| 3M | -4.0% | +4.2% | -8.2% | -2.2% |
| 6M | -5.7% | -7.9% | +2.2% | -6.9% |
| YTD | +17.2% | -27.5% | +44.7% | +8.8% |
| 1Y | +17.2% | -27.0% | +44.2% | +9.3% |
| 3Y | +121.1% | -80.5% | +201.6% | +49.8% |
| 5Y | +197.2% | -84.0% | +281.2% | +115.4% |
| 10Y | +280.9% | -99.5% | +380.4% | +16.0% |
| All | +280.9% | -99.5% | +380.4% | +16.0% |
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