+1,199.1%
SPXL vs WU
-39.1%
+1,238.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +1.9% |
| 7D | -2.5% | -3.5% | +0.9% | +0.6% |
| 30D | -4.2% | -2.9% | -1.3% | -2.0% |
| 3M | +8.1% | -2.3% | +10.4% | +3.7% |
| 6M | +35.6% | -25.4% | +61.0% | +67.3% |
| YTD | +28.8% | -21.2% | +50.0% | +48.8% |
| 1Y | +39.8% | -8.9% | +48.7% | +35.2% |
| 3Y | +221.4% | -29.0% | +250.3% | +280.4% |
| 5Y | +146.9% | -50.7% | +197.7% | +339.4% |
| All | +1,199.1% | -39.1% | +1,238.2% | +1,894.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling