+2,146.0%
UNH vs SPXL
+7,495.8%
-5,349.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.5% |
| 7D | -1.7% | -1.3% | -0.4% | -1.3% |
| 30D | -3.8% | -5.0% | +1.2% | -2.5% |
| 3M | -4.3% | +7.6% | -11.9% | -6.8% |
| 6M | +38.6% | +33.6% | +5.0% | +26.2% |
| YTD | +20.7% | +28.1% | -7.4% | +10.7% |
| 1Y | +16.0% | +43.6% | -27.6% | +2.7% |
| 3Y | -13.5% | +225.8% | -239.3% | -43.9% |
| 5Y | +3.5% | +140.1% | -136.5% | -32.9% |
| 10Y | +245.3% | +1,248.4% | -1,003.1% | +10.1% |
| All | +2,146.0% | +7,495.8% | -5,349.9% | +210.2% |
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