+221.4%
SPXL vs IQV
+22.1%
+199.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.5% |
| 7D | -2.5% | -2.2% | -0.3% | -1.4% |
| 30D | -4.2% | +8.3% | -12.5% | -8.2% |
| 3M | +8.1% | +44.6% | -36.5% | -13.7% |
| 6M | +35.6% | +52.6% | -17.0% | +3.5% |
| YTD | +28.8% | +16.1% | +12.7% | +16.0% |
| 1Y | +39.8% | +37.3% | +2.6% | +11.3% |
| 3Y | +221.4% | +21.6% | +199.8% | +166.3% |
| All | +221.4% | +22.1% | +199.3% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 3y: compounded portfolio wealth divided by compounded IQV 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…
3y analysis · Full analysis span regression · 6 months rolling