+42.0%
SOFI vs UPRO
+295.7%
-253.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -1.1% |
| 7D | -4.9% | -2.5% | -2.4% | -3.2% |
| 30D | -3.5% | -4.2% | +0.8% | -0.2% |
| 3M | +3.9% | +8.1% | -4.2% | -1.5% |
| 6M | -6.5% | +35.2% | -41.8% | -24.8% |
| YTD | -33.8% | +28.4% | -62.3% | -44.9% |
| 1Y | -33.3% | +39.3% | -72.5% | -46.8% |
| 3Y | +94.6% | +219.9% | -125.3% | -13.1% |
| 5Y | +13.3% | +142.8% | -129.5% | -42.3% |
| All | +42.0% | +295.7% | -253.8% | -53.4% |
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