+1,157.2%
URI vs SPXL
+1,166.6%
-9.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.4% |
| 7D | +2.5% | +1.5% | +1.1% | +1.7% |
| 30D | -12.5% | -3.7% | -8.9% | -11.0% |
| 3M | -6.2% | +8.1% | -14.3% | -10.6% |
| 6M | +25.9% | +39.0% | -13.2% | +4.3% |
| YTD | +26.2% | +29.9% | -3.7% | +7.9% |
| 1Y | +5.5% | +46.6% | -41.1% | -15.9% |
| 3Y | +125.0% | +230.5% | -105.5% | +11.3% |
| 5Y | +210.4% | +140.2% | +70.3% | +63.6% |
| 10Y | +1,157.2% | +1,168.8% | -11.6% | +85.9% |
| All | +1,157.2% | +1,166.6% | -9.4% | +85.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling