-4.9%
SHOP vs UPRO
+29.4%
-34.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.9% | +2.5% | +4.3% |
| 7D | -9.0% | -2.6% | -6.5% | -7.5% |
| 30D | -4.4% | -4.3% | -0.1% | -1.8% |
| 3M | +24.1% | -4.3% | +28.4% | +27.6% |
| 6M | +20.0% | +14.7% | +5.2% | +8.3% |
| YTD | -4.9% | +28.0% | -32.9% | -19.9% |
| 1Y | -4.9% | +29.8% | -34.7% | -21.2% |
| All | -4.9% | +29.4% | -34.3% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling