+1,199.1%
SPXL vs SMTC
+548.2%
+650.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.1% | -2.7% | -0.3% |
| 7D | -2.5% | +13.1% | -15.6% | -9.2% |
| 30D | -4.2% | +19.5% | -23.7% | -15.7% |
| 3M | +8.1% | +2.2% | +5.9% | -0.9% |
| 6M | +35.6% | +94.9% | -59.3% | -18.0% |
| YTD | +28.8% | +127.0% | -98.1% | -29.8% |
| 1Y | +39.8% | +174.6% | -134.7% | -33.7% |
| 3Y | +221.4% | +615.9% | -394.5% | -45.5% |
| 5Y | +146.9% | +125.6% | +21.3% | +2.2% |
| All | +1,199.1% | +548.2% | +650.9% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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