+8,499.7%
SPXL vs HUBB
+1,781.6%
+6,718.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | +1.5% |
| 7D | -1.3% | +1.1% | -2.4% | -2.8% |
| 30D | -5.0% | -9.6% | +4.6% | +8.3% |
| 3M | +7.6% | -6.2% | +13.8% | +13.5% |
| 6M | +33.6% | -6.2% | +39.8% | +37.0% |
| YTD | +28.1% | +3.4% | +24.7% | +13.0% |
| 1Y | +43.6% | +5.3% | +38.3% | +21.7% |
| 3Y | +225.8% | +44.4% | +181.5% | +63.7% |
| 5Y | +140.1% | +152.4% | -12.3% | -49.2% |
| 10Y | +1,248.4% | +437.0% | +811.3% | -1.1% |
| All | +8,499.7% | +1,781.6% | +6,718.1% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling