+39.8%
SPXL vs WST
+37.8%
+2.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.4% |
| 7D | -6.0% | +0.4% | -6.4% | -6.1% |
| 30D | -5.8% | -2.0% | -3.8% | -5.3% |
| 3M | +10.9% | +4.1% | +6.8% | +9.2% |
| 6M | +31.9% | +47.4% | -15.5% | +15.0% |
| YTD | +25.8% | +25.4% | +0.3% | +14.2% |
| 1Y | +39.8% | +35.3% | +4.5% | +22.4% |
| All | +39.8% | +37.8% | +2.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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