+101.0%
SPXL vs HTZ
-94.4%
+195.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.7% |
| 7D | +7.4% | -8.5% | +16.0% | +9.1% |
| 30D | -7.8% | -18.9% | +11.1% | -4.6% |
| 3M | -11.9% | -36.0% | +24.1% | -5.4% |
| 6M | -1.7% | -74.6% | +72.8% | +20.1% |
| YTD | +20.8% | -70.8% | +91.6% | +40.8% |
| 1Y | +25.0% | -75.3% | +100.3% | +50.3% |
| 3Y | +226.1% | -81.6% | +307.7% | +264.1% |
| All | +101.0% | -94.4% | +195.4% | +292.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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