+4.4%
HWM vs SPXL
+29.9%
-25.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.8% | -9.1% | -5.9% |
| 7D | +9.4% | -2.5% | +11.9% | +10.3% |
| 30D | -7.0% | -4.3% | -2.6% | -5.6% |
| 3M | -25.9% | -4.2% | -21.6% | -24.9% |
| 6M | -10.8% | +15.0% | -25.8% | -16.5% |
| YTD | +4.3% | +28.4% | -24.1% | -8.7% |
| 1Y | +4.4% | +30.3% | -25.9% | -9.7% |
| All | +4.4% | +29.9% | -25.5% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling