+1,218.8%
URI vs SPXL
+1,179.5%
+39.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +7.0% | -0.1% | +3.4% |
| 7D | -4.0% | -0.9% | -3.2% | -3.9% |
| 30D | +6.8% | -11.4% | +18.2% | +12.9% |
| 3M | -2.8% | -10.8% | +8.0% | +2.1% |
| 6M | +20.9% | -0.3% | +21.1% | +18.8% |
| YTD | +40.2% | +20.3% | +19.9% | +23.9% |
| 1Y | +34.1% | +24.7% | +9.4% | +16.1% |
| 3Y | +164.1% | +238.6% | -74.4% | +29.1% |
| 5Y | +199.3% | +100.0% | +99.4% | +73.6% |
| 10Y | +1,218.8% | +1,108.4% | +110.4% | +143.4% |
| All | +1,218.8% | +1,179.5% | +39.3% | +143.4% |
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