-0.5%
UNH vs SPXL
+141.8%
-142.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.7% |
| 7D | -4.5% | -2.5% | -2.0% | -4.2% |
| 30D | -6.5% | -4.2% | -2.3% | -6.0% |
| 3M | -6.0% | +8.1% | -14.1% | -7.3% |
| 6M | +33.7% | +35.6% | -1.9% | +27.0% |
| YTD | +16.4% | +28.8% | -12.4% | +11.3% |
| 1Y | +10.1% | +39.8% | -29.8% | +3.8% |
| 3Y | -16.3% | +221.4% | -237.7% | -33.1% |
| All | -0.5% | +141.8% | -142.3% | -20.9% |
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