+7,886.5%
SPXL vs IWD
+617.7%
+7,268.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.2% |
| 7D | -2.9% | +1.6% | -4.4% | -6.2% |
| 30D | -12.4% | +3.6% | -16.0% | -19.9% |
| 3M | -11.8% | +2.0% | -13.8% | -15.8% |
| 6M | -1.4% | +13.1% | -14.5% | -28.8% |
| YTD | +19.0% | +26.2% | -7.2% | -35.8% |
| 1Y | +18.0% | +29.6% | -11.6% | -40.6% |
| 3Y | +220.0% | +84.3% | +135.7% | -32.5% |
| 5Y | +102.6% | +73.4% | +29.1% | -37.2% |
| 10Y | +1,087.3% | +202.4% | +884.8% | +30.6% |
| All | +7,886.5% | +617.7% | +7,268.7% | +77.2% |
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