+44.2%
WPM vs SPXS
-36.2%
+80.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +0.7% |
| 7D | -0.6% | +2.5% | -3.1% | +0.9% |
| 30D | +14.4% | +4.2% | +10.2% | +17.4% |
| 3M | +37.0% | -9.3% | +46.3% | +31.8% |
| 6M | +4.1% | -30.7% | +34.8% | -8.2% |
| YTD | +31.7% | -28.1% | +59.8% | +18.2% |
| 1Y | +44.2% | -35.1% | +79.2% | +23.4% |
| All | +44.2% | -36.2% | +80.4% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling