+8,771.7%
SPXL vs MUB
+74.7%
+8,696.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.3% |
| 7D | +0.1% | -0.9% | +0.9% | +1.3% |
| 30D | -0.9% | -1.4% | +0.5% | +1.1% |
| 3M | +2.0% | -2.2% | +4.2% | +5.3% |
| 6M | +33.5% | -1.9% | +35.4% | +37.7% |
| YTD | +32.2% | -0.8% | +32.9% | +34.3% |
| 1Y | +48.9% | +2.7% | +46.1% | +44.4% |
| 3Y | +222.9% | +8.6% | +214.3% | +192.2% |
| 5Y | +140.7% | +2.0% | +138.7% | +133.0% |
| 10Y | +1,192.7% | +17.9% | +1,174.7% | +1,137.7% |
| All | +8,771.7% | +74.7% | +8,696.9% | +9,799.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling