+256.9%
BNY vs SPXL
+141.8%
+115.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.7% |
| 7D | -1.3% | -2.5% | +1.2% | -0.6% |
| 30D | -0.2% | -4.2% | +4.1% | +1.1% |
| 3M | +14.9% | +8.1% | +6.8% | +11.6% |
| 6M | +40.0% | +35.6% | +4.4% | +25.8% |
| YTD | +42.0% | +28.8% | +13.2% | +29.5% |
| 1Y | +56.9% | +39.8% | +17.0% | +38.8% |
| 3Y | +289.9% | +221.4% | +68.5% | +151.3% |
| All | +256.9% | +141.8% | +115.1% | +129.8% |
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