+7.4%
HD vs SPXL
+140.3%
-132.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.8% |
| 7D | -1.2% | +1.5% | -2.6% | -1.6% |
| 30D | -11.1% | -3.7% | -7.5% | -10.2% |
| 3M | +2.0% | +8.1% | -6.1% | -0.6% |
| 6M | -10.5% | +39.0% | -49.5% | -19.2% |
| YTD | -6.9% | +29.9% | -36.8% | -14.6% |
| 1Y | -23.2% | +46.6% | -69.8% | -32.3% |
| 3Y | +3.1% | +230.5% | -227.4% | -32.8% |
| 5Y | +7.4% | +140.2% | -132.8% | -28.1% |
| All | +7.4% | +140.3% | -132.9% | -28.1% |
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