+1.2%
SO vs UPRO
+46.2%
-45.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +0.9% |
| 7D | +1.0% | +1.5% | -0.4% | +1.2% |
| 30D | -3.2% | -3.7% | +0.5% | -3.5% |
| 3M | -1.7% | +8.0% | -9.7% | -0.8% |
| 6M | -7.2% | +38.7% | -45.8% | -4.9% |
| YTD | +4.6% | +29.5% | -25.0% | +6.3% |
| 1Y | +1.2% | +46.1% | -44.9% | +2.5% |
| All | +1.2% | +46.2% | -45.0% | +2.5% |
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