-13.1%
SHW vs SPXL
+38.6%
-51.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | -4.5% | -6.0% | +1.5% | -2.8% |
| 30D | -12.7% | -5.8% | -6.9% | -11.3% |
| 3M | +4.7% | +10.9% | -6.2% | +1.9% |
| 6M | -3.4% | +31.9% | -35.3% | -11.4% |
| YTD | -1.3% | +25.8% | -27.1% | -8.9% |
| All | -13.1% | +38.6% | -51.7% | -21.0% |
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