+30.3%
SPXL vs WU
-18.0%
+48.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.4% | -0.6% | +4.0% |
| 7D | -2.5% | +8.2% | -10.7% | -3.6% |
| 30D | -4.3% | +8.0% | -12.4% | -5.5% |
| 3M | -4.2% | -6.6% | +2.4% | -3.5% |
| 6M | +15.0% | -23.3% | +38.3% | +18.5% |
| YTD | +28.4% | -22.4% | +50.8% | +31.9% |
| 1Y | +30.3% | -18.0% | +48.3% | +32.8% |
| All | +30.3% | -18.0% | +48.3% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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