+919.2%
WMB vs SPXL
+7,152.3%
-6,233.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | +8.1% | +9.6% | -1.5% | +4.2% |
| 30D | -6.9% | -9.8% | +2.9% | -3.6% |
| 3M | -5.1% | -9.1% | +4.0% | -2.4% |
| 6M | -5.7% | +1.1% | -6.8% | -8.3% |
| YTD | +18.1% | +22.3% | -4.2% | +4.7% |
| 1Y | +18.4% | +20.3% | -1.9% | +5.3% |
| 3Y | +122.7% | +229.0% | -106.3% | +19.7% |
| 5Y | +202.0% | +103.6% | +98.5% | +73.0% |
| 10Y | +283.8% | +1,127.6% | -843.8% | -31.6% |
| All | +919.2% | +7,152.3% | -6,233.1% | -49.2% |
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