+1,356.8%
WMB vs SPXS
-100.0%
+1,456.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | +0.6% |
| 7D | +0.6% | -0.1% | +0.7% | +0.5% |
| 30D | +3.3% | +0.8% | +2.4% | +3.6% |
| 3M | +3.1% | -4.7% | +7.8% | +1.6% |
| 6M | -0.7% | -29.6% | +28.9% | -12.6% |
| YTD | +25.2% | -29.8% | +55.0% | +10.2% |
| 1Y | +32.9% | -38.9% | +71.8% | +11.4% |
| 3Y | +140.6% | -79.6% | +220.2% | +42.4% |
| 5Y | +273.5% | -85.9% | +359.4% | +119.3% |
| 10Y | +334.2% | -99.5% | +433.7% | -19.1% |
| All | +1,356.8% | -100.0% | +1,456.8% | -56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling