+111.9%
HAL vs SPXL
+137.2%
-25.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.3% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | +10.9% | -5.0% | +15.9% | +12.5% |
| 3M | -5.8% | +7.6% | -13.4% | -8.7% |
| 6M | +8.1% | +33.6% | -25.5% | -3.0% |
| YTD | +33.2% | +28.1% | +5.1% | +20.8% |
| 1Y | +74.2% | +43.6% | +30.5% | +51.4% |
| 3Y | -3.7% | +225.8% | -229.5% | -38.1% |
| 5Y | +111.9% | +140.1% | -28.2% | +38.9% |
| All | +111.9% | +137.2% | -25.3% | +38.9% |
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 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