+1,199.1%
SPXL vs HUBB
+446.9%
+752.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.7% | +0.3% |
| 7D | -2.5% | -0.1% | -2.5% | -2.5% |
| 30D | -4.2% | -10.0% | +5.7% | +8.3% |
| 3M | +8.1% | -1.6% | +9.7% | +7.1% |
| 6M | +35.6% | -3.1% | +38.7% | +33.8% |
| YTD | +28.8% | +4.6% | +24.2% | +14.0% |
| 1Y | +39.8% | +3.3% | +36.5% | +24.5% |
| 3Y | +221.4% | +46.6% | +174.8% | +72.2% |
| 5Y | +146.9% | +158.7% | -11.7% | -41.4% |
| All | +1,199.1% | +446.9% | +752.2% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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