+327.2%
SMH vs SPXL
+141.8%
+185.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -1.0% | 0.0% |
| 7D | +0.3% | -2.5% | +2.8% | +1.8% |
| 30D | -2.8% | -4.2% | +1.4% | -0.4% |
| 3M | -6.7% | +8.1% | -14.8% | -10.8% |
| 6M | +41.8% | +35.6% | +6.2% | +19.2% |
| YTD | +57.9% | +28.8% | +29.1% | +36.6% |
| 1Y | +87.6% | +39.8% | +47.8% | +54.8% |
| 3Y | +282.9% | +221.4% | +61.6% | +93.5% |
| All | +327.2% | +141.8% | +185.4% | +135.8% |
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 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