+129.2%
HPE vs SPXL
+52.0%
+77.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -3.7% |
| 7D | -0.6% | +0.1% | -0.6% | -0.5% |
| 30D | -2.3% | -0.9% | -1.4% | -1.6% |
| 3M | -2.9% | +2.0% | -4.9% | -4.3% |
| 6M | +143.6% | +33.5% | +110.0% | +105.5% |
| YTD | +118.5% | +32.2% | +86.4% | +85.5% |
| 1Y | +129.2% | +48.9% | +80.3% | +79.6% |
| All | +129.2% | +52.0% | +77.2% | +79.6% |
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