+140.2%
NI vs SPXL
+1,271.9%
-1,131.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | 0.0% | -2.5% | +2.6% | +0.5% |
| 30D | -1.4% | -4.2% | +2.8% | -0.6% |
| 3M | -10.6% | +8.1% | -18.7% | -12.3% |
| 6M | -9.3% | +35.6% | -44.9% | -15.7% |
| YTD | +1.1% | +28.8% | -27.7% | -5.2% |
| 1Y | +3.4% | +39.8% | -36.5% | -5.1% |
| 3Y | +67.9% | +221.4% | -153.5% | +22.9% |
| 5Y | +98.0% | +146.9% | -49.0% | +43.4% |
| All | +140.2% | +1,271.9% | -1,131.7% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling