+1,199.1%
SPXL vs DOV
+300.2%
+898.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.1% |
| 7D | -2.5% | -2.0% | -0.5% | +0.2% |
| 30D | -4.2% | -8.9% | +4.7% | +9.1% |
| 3M | +8.1% | -13.3% | +21.4% | +30.4% |
| 6M | +35.6% | -9.7% | +45.3% | +52.3% |
| YTD | +28.8% | -2.5% | +31.3% | +27.8% |
| 1Y | +39.8% | +7.2% | +32.6% | +18.2% |
| 3Y | +221.4% | +39.4% | +182.0% | +86.1% |
| 5Y | +146.9% | +15.8% | +131.1% | +103.7% |
| All | +1,199.1% | +300.2% | +898.9% | +249.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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