+1,125.7%
SPXL vs GEN
+147.0%
+978.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.8% |
| 7D | +9.6% | -3.0% | +12.5% | +11.5% |
| 30D | -9.8% | +24.7% | -34.5% | -22.1% |
| 3M | -9.1% | +4.1% | -13.2% | -13.9% |
| 6M | +1.1% | +36.0% | -34.9% | -20.4% |
| YTD | +22.3% | +10.9% | +11.5% | +8.3% |
| 1Y | +20.3% | +12.2% | +8.1% | +5.5% |
| 3Y | +229.0% | +63.3% | +165.7% | +127.7% |
| 5Y | +103.6% | +29.0% | +74.5% | +62.3% |
| All | +1,125.7% | +147.0% | +978.7% | +518.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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