+7,449.0%
SPXL vs SWK
+399.3%
+7,049.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -8.7% | +11.0% | -19.8% | -19.6% |
| 30D | -16.9% | +30.1% | -46.9% | -39.1% |
| 3M | -15.2% | +14.7% | -29.8% | -29.0% |
| 6M | -5.5% | +44.5% | -50.0% | -40.1% |
| YTD | +12.4% | +59.4% | -46.9% | -38.7% |
| 1Y | +16.9% | +77.5% | -60.6% | -44.2% |
| 3Y | +211.8% | +49.5% | +162.4% | +57.0% |
| 5Y | +85.6% | -24.9% | +110.5% | +108.5% |
| 10Y | +1,159.4% | +31.8% | +1,127.6% | +585.6% |
| All | +7,449.0% | +399.3% | +7,049.7% | +539.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling