+1,110.7%
SPXL vs IBB
+126.8%
+983.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.5% |
| 7D | +7.4% | -0.5% | +8.0% | +8.5% |
| 30D | -7.8% | +4.6% | -12.4% | -13.8% |
| 3M | -11.9% | +6.8% | -18.8% | -22.2% |
| 6M | -1.7% | +23.1% | -24.8% | -32.4% |
| YTD | +20.8% | +26.0% | -5.2% | -20.6% |
| 1Y | +25.0% | +30.4% | -5.4% | -22.6% |
| 3Y | +226.1% | +85.4% | +140.7% | +11.6% |
| 5Y | +101.1% | +39.7% | +61.4% | +22.0% |
| All | +1,110.7% | +126.8% | +983.9% | +326.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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