-99.9%
XPON vs SPY
+78.2%
-178.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | -9.5% | -0.4% | -9.2% | -9.0% |
| 30D | +54.9% | -1.4% | +56.3% | +57.7% |
| 3M | +1.4% | +3.7% | -2.3% | -4.5% |
| 6M | -36.2% | +13.0% | -49.2% | -46.5% |
| YTD | -32.4% | +12.4% | -44.8% | -42.6% |
| 1Y | -61.5% | +18.5% | -80.0% | -69.0% |
| 3Y | -99.9% | +77.6% | -177.5% | -99.9% |
| All | -99.9% | +78.2% | -178.1% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling