+8,499.7%
SPXL vs TROW
+371.9%
+8,127.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +0.6% |
| 7D | -1.3% | -1.5% | +0.2% | +0.7% |
| 30D | -5.0% | -5.3% | +0.3% | +2.0% |
| 3M | +7.6% | +2.9% | +4.6% | +1.9% |
| 6M | +33.6% | +22.2% | +11.4% | +0.7% |
| YTD | +28.1% | +8.1% | +20.0% | +12.4% |
| 1Y | +43.6% | +5.8% | +37.8% | +29.1% |
| 3Y | +225.8% | +14.0% | +211.8% | +169.7% |
| 5Y | +140.1% | -38.3% | +178.3% | +376.7% |
| 10Y | +1,248.4% | +131.7% | +1,116.7% | +462.7% |
| All | +8,499.7% | +371.9% | +8,127.8% | +1,774.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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