+39.8%
SPXL vs MUB
+0.3%
+39.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | +1.8% |
| 7D | -6.0% | -1.2% | -4.8% | 0.0% |
| 30D | -5.8% | -2.8% | -3.0% | +9.0% |
| 3M | +10.9% | -3.1% | +13.9% | +30.7% |
| 6M | +31.9% | -2.9% | +34.8% | +52.7% |
| YTD | +25.8% | -2.0% | +27.8% | +44.4% |
| 1Y | +39.8% | 0.0% | +39.8% | +57.4% |
| All | +39.8% | +0.3% | +39.5% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling