-62.0%
FISV vs SPXL
+41.9%
-103.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.4% | +3.0% | +4.9% |
| 7D | -2.7% | -2.5% | -0.1% | -2.2% |
| 30D | 0.0% | -4.2% | +4.3% | +0.9% |
| 3M | -2.8% | +8.1% | -10.9% | -4.6% |
| 6M | -11.8% | +35.6% | -47.4% | -20.9% |
| YTD | -23.2% | +28.8% | -52.0% | -29.7% |
| 1Y | -62.0% | +39.8% | -101.8% | -64.9% |
| All | -62.0% | +41.9% | -103.9% | -64.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling