+2,173.2%
SHW vs UPRO
+14,289.1%
-12,115.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -9.5% | -0.9% | -8.6% | -9.3% |
| 3M | +11.5% | +1.9% | +9.5% | +10.3% |
| 6M | -3.5% | +33.1% | -36.7% | -11.9% |
| YTD | +3.7% | +31.8% | -28.1% | -5.3% |
| 1Y | -7.9% | +48.3% | -56.2% | -19.2% |
| 3Y | +24.7% | +221.5% | -196.8% | -17.0% |
| 5Y | +13.6% | +136.7% | -123.2% | -23.1% |
| 10Y | +283.0% | +1,179.2% | -896.2% | +34.7% |
| All | +2,173.2% | +14,289.1% | -12,115.9% | +267.8% |
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