+439.5%
SN vs UPRO
+157.8%
+281.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.2% |
| 7D | +7.2% | -8.7% | +15.9% | +11.5% |
| 30D | +20.4% | -16.9% | +37.3% | +31.4% |
| 3M | +23.9% | -15.3% | +39.2% | +33.4% |
| 6M | +93.0% | -5.7% | +98.8% | +94.2% |
| YTD | +99.2% | +12.1% | +87.2% | +80.9% |
| 1Y | +142.6% | +16.4% | +126.2% | +115.4% |
| 3Y | +398.8% | +210.5% | +188.3% | +182.3% |
| All | +439.5% | +157.8% | +281.6% | +212.8% |
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 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