+12,158.5%
URI vs SPXL
+7,034.2%
+5,124.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +7.0% | -0.1% | +2.8% |
| 7D | -4.0% | -0.9% | -3.2% | -4.0% |
| 30D | +6.8% | -11.4% | +18.2% | +13.8% |
| 3M | -2.8% | -10.8% | +8.0% | +2.8% |
| 6M | +20.9% | -0.3% | +21.1% | +18.3% |
| YTD | +40.2% | +20.3% | +19.9% | +21.2% |
| 1Y | +34.1% | +24.7% | +9.4% | +13.1% |
| 3Y | +164.1% | +238.6% | -74.4% | +14.1% |
| 5Y | +199.3% | +100.0% | +99.4% | +54.8% |
| 10Y | +1,218.8% | +1,108.4% | +110.4% | +62.0% |
| All | +12,158.5% | +7,034.2% | +5,124.3% | +231.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling