+1,168.3%
SPXL vs MUB
+16.7%
+1,151.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | +0.3% |
| 7D | -6.0% | -1.2% | -4.8% | -2.5% |
| 30D | -5.8% | -2.8% | -3.0% | +2.4% |
| 3M | +10.9% | -3.1% | +13.9% | +21.8% |
| 6M | +31.9% | -2.9% | +34.8% | +44.9% |
| YTD | +25.8% | -2.0% | +27.8% | +34.8% |
| 1Y | +39.8% | 0.0% | +39.8% | +41.3% |
| 3Y | +219.9% | +7.4% | +212.4% | +159.8% |
| 5Y | +141.1% | +0.8% | +140.3% | +138.2% |
| All | +1,168.3% | +16.7% | +1,151.6% | +1,278.4% |
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