+1,110.7%
SPXL vs MUB
+21.8%
+1,088.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.2% |
| 7D | +7.4% | -1.3% | +8.7% | +11.6% |
| 30D | -7.8% | +2.2% | -10.0% | -13.8% |
| 3M | -11.9% | -1.6% | -10.3% | -7.7% |
| 6M | -1.7% | -1.3% | -0.5% | +2.3% |
| YTD | +20.8% | -0.7% | +21.5% | +24.0% |
| 1Y | +25.0% | -0.2% | +25.2% | +26.6% |
| 3Y | +226.1% | +9.6% | +216.5% | +146.9% |
| 5Y | +101.1% | +2.6% | +98.5% | +88.1% |
| All | +1,110.7% | +21.8% | +1,088.9% | +1,180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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