+50.8%
SGI vs UPRO
+81.0%
-30.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.8% |
| 7D | +1.0% | -8.7% | +9.6% | +4.6% |
| 30D | +3.9% | -16.9% | +20.8% | +11.8% |
| 3M | -0.8% | -15.3% | +14.4% | +5.7% |
| 6M | -18.0% | -5.7% | -12.2% | -16.9% |
| YTD | -27.6% | +12.1% | -39.7% | -32.3% |
| 1Y | -27.2% | +16.4% | -43.7% | -33.1% |
| 3Y | +76.0% | +210.5% | -134.5% | -4.4% |
| All | +50.8% | +81.0% | -30.2% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling