+1,199.1%
SPXL vs GEN
+159.8%
+1,039.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.5% | +1.8% |
| 7D | -2.5% | -1.3% | -1.3% | -1.8% |
| 30D | -4.2% | +6.1% | -10.4% | -7.9% |
| 3M | +8.1% | +27.0% | -18.8% | -7.8% |
| 6M | +35.6% | +43.9% | -8.3% | +4.8% |
| YTD | +28.8% | +13.0% | +15.8% | +15.8% |
| 1Y | +39.8% | +4.0% | +35.8% | +32.4% |
| 3Y | +221.4% | +66.2% | +155.2% | +126.0% |
| 5Y | +146.9% | +23.2% | +123.8% | +107.7% |
| All | +1,199.1% | +159.8% | +1,039.2% | +560.5% |
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