+60.8%
SGI vs UPRO
+230.2%
-169.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | +9.3% | +1.5% | +7.8% | +8.7% |
| 30D | +6.9% | -3.7% | +10.6% | +8.5% |
| 3M | +2.8% | +8.0% | -5.1% | -0.5% |
| 6M | -12.6% | +38.7% | -51.3% | -23.3% |
| YTD | -21.5% | +29.5% | -51.1% | -29.6% |
| 1Y | -18.8% | +46.1% | -64.8% | -30.8% |
| 3Y | +60.8% | +229.1% | -168.3% | -8.7% |
| All | +60.8% | +230.2% | -169.3% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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