+13.8%
WFC vs SPXL
+38.9%
-25.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.2% |
| 7D | +0.3% | -6.0% | +6.3% | +1.8% |
| 30D | +2.3% | -5.8% | +8.1% | +3.7% |
| 3M | +9.8% | +10.9% | -1.1% | +6.3% |
| 6M | +15.6% | +31.9% | -16.4% | +4.2% |
| YTD | -2.4% | +25.8% | -28.2% | -10.4% |
| 1Y | +13.8% | +39.8% | -25.9% | +2.7% |
| All | +13.8% | +38.9% | -25.1% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling