+208.8%
WELL vs SPXL
+137.2%
+71.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -1.1% | -1.3% | +0.2% | -0.9% |
| 30D | +0.7% | -5.0% | +5.7% | +1.6% |
| 3M | +14.5% | +7.6% | +6.9% | +12.6% |
| 6M | +14.4% | +33.6% | -19.2% | +7.5% |
| YTD | +28.5% | +28.1% | +0.4% | +21.4% |
| 1Y | +41.8% | +43.6% | -1.9% | +30.6% |
| 3Y | +202.8% | +225.8% | -23.0% | +123.6% |
| 5Y | +208.8% | +140.1% | +68.7% | +130.6% |
| All | +208.8% | +137.2% | +71.6% | +130.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling