+147.1%
URI vs SPXL
+206.4%
-59.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -9.8% | -8.7% | -1.1% | -6.3% |
| 30D | +1.7% | -16.9% | +18.6% | +10.0% |
| 3M | -9.1% | -15.2% | +6.1% | -2.8% |
| 6M | +9.9% | -5.5% | +15.4% | +10.8% |
| YTD | +31.2% | +12.4% | +18.8% | +20.7% |
| 1Y | +25.9% | +16.9% | +9.0% | +13.4% |
| All | +147.1% | +206.4% | -59.3% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling