+2,709.6%
SPXL vs IQV
+488.0%
+2,221.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -2.0% |
| 7D | -6.0% | -5.3% | -0.7% | -0.7% |
| 30D | -5.8% | +5.5% | -11.3% | -11.3% |
| 3M | +10.9% | +41.2% | -30.4% | -27.1% |
| 6M | +31.9% | +50.5% | -18.6% | -21.7% |
| YTD | +25.8% | +14.1% | +11.6% | -2.4% |
| 1Y | +39.8% | +39.9% | -0.2% | -15.5% |
| 3Y | +219.9% | +20.5% | +199.4% | +107.9% |
| 5Y | +141.1% | -1.2% | +142.3% | +113.1% |
| 10Y | +1,223.7% | +233.9% | +989.8% | +267.8% |
| All | +2,709.6% | +488.0% | +2,221.6% | +431.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling