+3,003.4%
SHOP vs UPRO
+1,152.9%
+1,850.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.7% | -5.9% | -6.6% |
| 7D | -4.1% | +1.5% | -5.6% | -4.8% |
| 30D | -11.5% | -3.7% | -7.8% | -9.4% |
| 3M | +21.1% | +8.0% | +13.1% | +14.6% |
| 6M | +3.0% | +38.7% | -35.7% | -16.5% |
| YTD | -16.7% | +29.5% | -46.2% | -29.6% |
| 1Y | -8.3% | +46.1% | -54.4% | -27.5% |
| 3Y | +112.8% | +229.1% | -116.3% | +5.4% |
| 5Y | -9.3% | +136.0% | -145.3% | -46.9% |
| 10Y | +3,003.4% | +1,155.3% | +1,848.2% | +550.3% |
| All | +3,003.4% | +1,152.9% | +1,850.5% | +550.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling