+980.5%
WMB vs SPXL
+7,736.1%
-6,755.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +3.3% | -0.9% | +4.1% | +3.4% |
| 3M | +3.1% | +2.0% | +1.1% | +1.0% |
| 6M | -0.7% | +33.5% | -34.2% | -13.8% |
| YTD | +25.2% | +32.2% | -7.0% | +8.5% |
| 1Y | +32.9% | +48.9% | -16.0% | +8.8% |
| 3Y | +140.6% | +222.9% | -82.3% | +30.8% |
| 5Y | +273.5% | +140.7% | +132.7% | +99.3% |
| 10Y | +334.2% | +1,192.7% | -858.4% | -23.6% |
| All | +980.5% | +7,736.1% | -6,755.6% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling