+5.5%
URI vs SPXL
+46.8%
-41.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.1% |
| 7D | +2.5% | +1.5% | +1.1% | +2.0% |
| 30D | -12.5% | -3.7% | -8.9% | -11.5% |
| 3M | -6.2% | +8.1% | -14.3% | -9.0% |
| 6M | +25.9% | +39.0% | -13.2% | +10.4% |
| YTD | +26.2% | +29.9% | -3.7% | +13.0% |
| 1Y | +5.5% | +46.6% | -41.1% | -11.9% |
| All | +5.5% | +46.8% | -41.3% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling