-9.3%
SHOP vs UPRO
+136.1%
-145.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.7% | -5.9% | -6.3% |
| 7D | -4.1% | +1.5% | -5.6% | -5.1% |
| 30D | -11.5% | -3.7% | -7.8% | -8.7% |
| 3M | +21.1% | +8.0% | +13.1% | +12.3% |
| 6M | +3.0% | +38.7% | -35.7% | -22.9% |
| YTD | -16.7% | +29.5% | -46.2% | -34.1% |
| 1Y | -8.3% | +46.1% | -54.4% | -34.0% |
| 3Y | +112.8% | +229.1% | -116.3% | -24.6% |
| 5Y | -9.3% | +136.0% | -145.3% | -58.7% |
| All | -9.3% | +136.1% | -145.4% | -58.7% |
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