+1,168.3%
SPXL vs MSI
+601.8%
+566.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.9% |
| 7D | -6.0% | -1.8% | -4.2% | -3.9% |
| 30D | -5.8% | -0.6% | -5.1% | -5.6% |
| 3M | +10.9% | +13.0% | -2.2% | -7.3% |
| 6M | +31.9% | +0.5% | +31.4% | +24.8% |
| YTD | +25.8% | +21.7% | +4.1% | -9.7% |
| 1Y | +39.8% | -2.6% | +42.4% | +33.4% |
| 3Y | +219.9% | +69.7% | +150.2% | +39.0% |
| 5Y | +141.1% | +102.8% | +38.3% | -13.2% |
| All | +1,168.3% | +601.8% | +566.5% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling