+212.4%
URI vs SPXL
+137.2%
+75.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.8% | +2.0% |
| 7D | +5.0% | -1.3% | +6.3% | +5.6% |
| 30D | -9.4% | -5.0% | -4.4% | -7.4% |
| 3M | -5.8% | +7.6% | -13.4% | -9.6% |
| 6M | +25.8% | +33.6% | -7.8% | +8.0% |
| YTD | +27.9% | +28.1% | -0.2% | +11.6% |
| 1Y | +9.7% | +43.6% | -33.9% | -9.9% |
| 3Y | +128.0% | +225.8% | -97.8% | +21.2% |
| 5Y | +212.4% | +140.1% | +72.3% | +73.4% |
| All | +212.4% | +137.2% | +75.2% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling