+140.1%
SPXL vs TECH
-42.1%
+182.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -5.0% | +0.3% | -5.3% | -5.2% |
| 3M | +7.6% | +32.9% | -25.4% | -12.1% |
| 6M | +33.6% | +32.1% | +1.5% | +5.0% |
| YTD | +28.1% | +23.4% | +4.7% | +4.4% |
| 1Y | +43.6% | +34.1% | +9.6% | +7.6% |
| 3Y | +225.8% | +2.2% | +223.6% | +177.8% |
| 5Y | +140.1% | -41.8% | +181.9% | +228.6% |
| All | +140.1% | -42.1% | +182.2% | +228.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling