+133.8%
ADI vs SPXL
+99.3%
+34.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.5% | -2.2% |
| 7D | +9.5% | +7.4% | +2.0% | +5.8% |
| 30D | -1.4% | -7.8% | +6.4% | +2.7% |
| 3M | +4.7% | -11.9% | +16.7% | +11.3% |
| 6M | -7.4% | -1.7% | -5.7% | -6.8% |
| YTD | +48.1% | +20.8% | +27.2% | +34.2% |
| 1Y | +69.6% | +25.0% | +44.6% | +51.3% |
| 3Y | +144.4% | +226.1% | -81.8% | +36.2% |
| All | +133.8% | +99.3% | +34.5% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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