+140.2%
SPXL vs IBB
+20.0%
+120.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | +1.6% |
| 7D | +1.5% | -1.7% | +3.1% | +4.0% |
| 30D | -3.7% | +4.9% | -8.5% | -11.6% |
| 3M | +8.1% | +24.2% | -16.1% | -24.6% |
| 6M | +39.0% | +23.8% | +15.2% | -2.7% |
| YTD | +29.9% | +23.0% | +7.0% | -8.8% |
| 1Y | +46.6% | +46.2% | +0.4% | -23.0% |
| 3Y | +230.5% | +64.8% | +165.7% | +42.9% |
| 5Y | +140.2% | +20.9% | +119.2% | +49.1% |
| All | +140.2% | +20.0% | +120.2% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling