-28.0%
DHR vs SPXL
+141.8%
-169.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.9% |
| 7D | -3.6% | -2.5% | -1.1% | -2.9% |
| 30D | -2.7% | -4.2% | +1.5% | -1.5% |
| 3M | +10.9% | +8.1% | +2.8% | +7.5% |
| 6M | +3.0% | +35.6% | -32.6% | -7.7% |
| YTD | -12.2% | +28.8% | -41.0% | -20.2% |
| 1Y | +3.3% | +39.8% | -36.5% | -9.1% |
| 3Y | -8.2% | +221.4% | -229.6% | -41.6% |
| All | -28.0% | +141.8% | -169.9% | -55.2% |
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