+285.3%
WMB vs SPXL
+140.3%
+145.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +2.6% |
| 7D | +0.8% | +1.5% | -0.7% | +0.5% |
| 30D | +7.7% | -3.7% | +11.4% | +8.4% |
| 3M | +6.7% | +8.1% | -1.4% | +4.6% |
| 6M | +3.6% | +39.0% | -35.4% | -3.8% |
| YTD | +28.0% | +29.9% | -1.9% | +20.1% |
| 1Y | +37.6% | +46.6% | -9.0% | +25.4% |
| 3Y | +149.0% | +230.5% | -81.5% | +85.5% |
| 5Y | +285.3% | +140.2% | +145.1% | +184.9% |
| All | +285.3% | +140.3% | +145.0% | +184.9% |
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