+197.2%
WMB vs SPXL
+108.4%
+88.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.7% | +1.4% |
| 7D | +1.6% | -3.8% | +5.3% | +2.2% |
| 30D | -7.1% | -8.8% | +1.7% | -5.7% |
| 3M | -4.0% | -7.4% | +3.4% | -2.9% |
| 6M | -5.7% | +1.8% | -7.5% | -6.9% |
| YTD | +17.2% | +23.6% | -6.4% | +10.6% |
| 1Y | +17.2% | +21.7% | -4.5% | +10.8% |
| 3Y | +121.1% | +232.4% | -111.4% | +63.9% |
| 5Y | +197.2% | +110.4% | +86.8% | +122.8% |
| All | +197.2% | +108.4% | +88.7% | +122.8% |
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