+2,025.3%
SGI vs UPRO
+12,137.2%
-10,111.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.8% |
| 7D | +1.0% | -8.7% | +9.6% | +4.8% |
| 30D | +3.9% | -16.9% | +20.8% | +12.2% |
| 3M | -0.8% | -15.3% | +14.4% | +6.1% |
| 6M | -18.0% | -5.7% | -12.2% | -16.9% |
| YTD | -27.6% | +12.1% | -39.7% | -32.5% |
| 1Y | -27.2% | +16.4% | -43.7% | -33.4% |
| 3Y | +76.0% | +210.5% | -134.5% | -5.5% |
| 5Y | +50.0% | +82.4% | -32.4% | -5.1% |
| 10Y | +399.1% | +1,144.5% | -745.4% | +4.3% |
| All | +2,025.3% | +12,137.2% | -10,111.9% | -13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling