+2.9%
IAU vs SPXL
+29.9%
-27.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.8% | -1.2% | +2.2% |
| 7D | -0.3% | -2.5% | +2.2% | +0.4% |
| 30D | -1.9% | -4.3% | +2.5% | -0.7% |
| 3M | -0.4% | -4.2% | +3.8% | +0.6% |
| 6M | -10.1% | +15.0% | -25.1% | -13.5% |
| YTD | -5.9% | +28.4% | -34.3% | -12.7% |
| 1Y | +2.9% | +30.3% | -27.4% | -4.8% |
| All | +2.9% | +29.9% | -27.0% | -4.8% |
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