+183.3%
SW vs SPXL
+1,179.5%
-996.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.0% | -6.8% | -1.1% |
| 7D | +1.8% | -0.9% | +2.7% | +1.8% |
| 30D | +7.0% | -11.4% | +18.4% | +9.2% |
| 3M | -7.6% | -10.8% | +3.2% | -5.9% |
| 6M | +8.5% | -0.3% | +8.8% | +8.2% |
| YTD | +17.7% | +20.3% | -2.6% | +12.9% |
| 1Y | +27.1% | +24.7% | +2.3% | +21.1% |
| 3Y | +48.2% | +238.6% | -190.4% | +18.2% |
| 5Y | -2.3% | +100.0% | -102.3% | -19.7% |
| 10Y | +183.3% | +1,108.4% | -925.1% | +75.3% |
| All | +183.3% | +1,179.5% | -996.2% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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