+8,623.5%
SPXL vs UTHR
+1,050.0%
+7,573.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.8% |
| 7D | +1.5% | -2.9% | +4.3% | +2.9% |
| 30D | -3.7% | -7.6% | +3.9% | +0.3% |
| 3M | +8.1% | -8.6% | +16.7% | +12.8% |
| 6M | +39.0% | +4.1% | +34.9% | +33.3% |
| YTD | +29.9% | +2.2% | +27.7% | +24.8% |
| 1Y | +46.6% | +26.2% | +20.4% | +23.7% |
| 3Y | +230.5% | +121.2% | +109.3% | +79.9% |
| 5Y | +140.2% | +136.5% | +3.6% | +21.3% |
| 10Y | +1,168.8% | +300.1% | +868.6% | +326.9% |
| All | +8,623.5% | +1,050.0% | +7,573.4% | +864.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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