+1,248.4%
SPXL vs IBB
+122.2%
+1,126.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | 0.0% |
| 7D | -1.3% | -3.9% | +2.6% | +5.1% |
| 30D | -5.0% | +2.7% | -7.7% | -10.2% |
| 3M | +7.6% | +21.4% | -13.8% | -23.1% |
| 6M | +33.6% | +20.1% | +13.5% | -3.1% |
| YTD | +28.1% | +21.9% | +6.2% | -10.0% |
| 1Y | +43.6% | +44.1% | -0.5% | -23.9% |
| 3Y | +225.8% | +63.4% | +162.5% | +42.6% |
| 5Y | +140.1% | +19.8% | +120.3% | +89.8% |
| 10Y | +1,248.4% | +127.0% | +1,121.4% | +421.2% |
| All | +1,248.4% | +122.2% | +1,126.2% | +421.2% |
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