+10,873.0%
URI vs SPXL
+7,736.1%
+3,136.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -12.9% | -0.9% | -12.1% | -12.6% |
| 3M | -6.7% | +2.0% | -8.8% | -9.0% |
| 6M | +19.0% | +33.5% | -14.5% | -1.9% |
| YTD | +25.5% | +32.2% | -6.6% | +3.7% |
| 1Y | +5.5% | +48.9% | -43.3% | -19.5% |
| 3Y | +111.3% | +222.9% | -111.5% | -5.6% |
| 5Y | +198.6% | +140.7% | +57.8% | +39.0% |
| 10Y | +1,179.9% | +1,192.7% | -12.7% | +52.8% |
| All | +10,873.0% | +7,736.1% | +3,136.9% | +183.7% |
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