+220.0%
SPXL vs GEN
+66.2%
+153.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -2.9% | +1.0% | -3.9% | -3.3% |
| 30D | -12.4% | +29.1% | -41.5% | -23.6% |
| 3M | -11.8% | +2.9% | -14.7% | -14.0% |
| 6M | -1.4% | +33.6% | -35.0% | -19.6% |
| YTD | +19.0% | +12.0% | +6.9% | +9.6% |
| 1Y | +18.0% | +16.2% | +1.8% | +5.3% |
| 3Y | +220.0% | +65.1% | +154.9% | +140.2% |
| All | +220.0% | +66.2% | +153.8% | +140.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling