+1,087.3%
SPXL vs SWK
+26.9%
+1,060.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | +0.2% |
| 7D | -2.9% | +11.3% | -14.2% | -12.6% |
| 30D | -12.4% | +31.5% | -43.9% | -33.2% |
| 3M | -11.8% | +14.4% | -26.2% | -23.7% |
| 6M | -1.4% | +46.4% | -47.8% | -33.6% |
| YTD | +19.0% | +61.6% | -42.6% | -29.3% |
| 1Y | +18.0% | +78.7% | -60.8% | -37.0% |
| 3Y | +220.0% | +54.4% | +165.6% | +77.0% |
| 5Y | +102.6% | -25.3% | +127.9% | +145.6% |
| 10Y | +1,087.3% | +22.4% | +1,064.9% | +855.3% |
| All | +1,087.3% | +26.9% | +1,060.4% | +855.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling