-84.1%
XPON vs SPY
+12.1%
-96.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.5% |
| 7D | -1.0% | +2.6% | -3.6% | -6.8% |
| 30D | -38.3% | -2.0% | -36.3% | -34.0% |
| 3M | -33.2% | -2.8% | -30.4% | -27.1% |
| 6M | -66.4% | +2.1% | -68.5% | -67.7% |
| YTD | -70.2% | +11.5% | -81.7% | -78.8% |
| 1Y | -84.1% | +13.5% | -97.5% | -89.2% |
| All | -84.1% | +12.1% | -96.1% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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