+18.0%
SPXL vs SWK
+77.0%
-59.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.4% |
| 7D | -2.9% | +11.3% | -14.2% | -7.8% |
| 30D | -12.4% | +31.5% | -43.9% | -24.0% |
| 3M | -11.8% | +14.4% | -26.2% | -17.6% |
| 6M | -1.4% | +46.4% | -47.8% | -19.8% |
| YTD | +19.0% | +61.6% | -42.6% | -11.0% |
| 1Y | +18.0% | +78.7% | -60.8% | -17.2% |
| All | +18.0% | +77.0% | -59.0% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling