+8,771.7%
SPXL vs IWD
+601.5%
+8,170.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | +0.7% |
| 7D | +0.1% | -0.3% | +0.3% | +0.9% |
| 30D | -0.9% | +0.6% | -1.5% | -2.5% |
| 3M | +2.0% | +7.2% | -5.2% | -15.5% |
| 6M | +33.5% | +16.2% | +17.3% | -10.5% |
| YTD | +32.2% | +23.3% | +8.8% | -24.7% |
| 1Y | +48.9% | +29.6% | +19.3% | -25.5% |
| 3Y | +222.9% | +70.5% | +152.4% | -15.6% |
| 5Y | +140.7% | +73.5% | +67.2% | -25.6% |
| 10Y | +1,192.7% | +198.3% | +994.3% | +47.4% |
| All | +8,771.7% | +601.5% | +8,170.2% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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