-41.7%
INTU vs SPXL
+140.3%
-182.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.5% | -3.4% |
| 7D | -7.5% | +1.5% | -9.0% | -8.1% |
| 30D | -1.9% | -3.7% | +1.7% | -0.4% |
| 3M | +4.9% | +8.1% | -3.3% | +0.1% |
| 6M | -33.2% | +39.0% | -72.3% | -44.1% |
| YTD | -51.4% | +29.9% | -81.3% | -58.2% |
| 1Y | -52.0% | +46.6% | -98.6% | -61.3% |
| 3Y | -40.7% | +230.5% | -271.2% | -71.3% |
| 5Y | -41.7% | +140.2% | -181.9% | -68.5% |
| All | -41.7% | +140.3% | -182.1% | -68.5% |
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