+7,449.0%
SPXL vs SUI
+1,955.9%
+5,493.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +2.2% |
| 7D | -8.7% | +6.2% | -14.9% | -14.4% |
| 30D | -16.9% | +8.6% | -25.5% | -24.7% |
| 3M | -15.2% | +1.0% | -16.2% | -17.6% |
| 6M | -5.5% | -2.6% | -2.9% | -6.8% |
| YTD | +12.4% | -0.1% | +12.6% | +7.4% |
| 1Y | +16.9% | +0.5% | +16.4% | +10.8% |
| 3Y | +211.8% | +15.3% | +196.6% | +138.9% |
| 5Y | +85.6% | -26.1% | +111.8% | +136.7% |
| 10Y | +1,159.4% | +117.8% | +1,041.6% | +443.4% |
| All | +7,449.0% | +1,955.9% | +5,493.1% | +252.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling