+14.4%
SGOV vs UPRO
+220.4%
-206.0%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | 0.0% |
| 7D | 0.0% | -2.5% | +2.6% | 0.0% |
| 30D | +0.3% | -4.2% | +4.5% | +0.3% |
| 3M | +0.9% | +8.1% | -7.1% | +0.9% |
| 6M | +1.8% | +35.2% | -33.4% | +1.9% |
| YTD | +2.5% | +28.4% | -25.9% | +2.5% |
| 1Y | +3.8% | +39.3% | -35.5% | +3.8% |
| 3Y | +14.4% | +219.9% | -205.5% | +14.3% |
| All | +14.4% | +220.4% | -206.0% | +14.3% |
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