+273.7%
ZETA vs SPXL
+220.2%
+53.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.2% |
| 7D | -0.1% | -1.3% | +1.2% | +0.9% |
| 30D | +10.5% | -5.0% | +15.5% | +14.5% |
| 3M | +44.3% | +7.6% | +36.7% | +36.1% |
| 6M | +59.4% | +33.6% | +25.8% | +28.5% |
| YTD | +49.5% | +28.1% | +21.4% | +24.8% |
| 1Y | +62.7% | +43.6% | +19.0% | +26.8% |
| All | +273.7% | +220.2% | +53.5% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 3y: compounded portfolio wealth divided by compounded SPXL 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…
3y analysis · Full analysis span regression · 6 months rolling