+30.3%
SPXL vs SUI
+1.6%
+28.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.2% | -0.3% | +4.9% |
| 7D | -2.5% | +10.0% | -12.5% | -2.1% |
| 30D | -4.3% | +8.4% | -12.7% | -4.4% |
| 3M | -4.2% | +0.7% | -4.9% | -4.2% |
| 6M | +15.0% | -0.9% | +15.9% | +15.0% |
| YTD | +28.4% | +0.6% | +27.8% | +28.6% |
| 1Y | +30.3% | +0.8% | +29.6% | +30.2% |
| All | +30.3% | +1.6% | +28.7% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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