+94.7%
SOFI vs UPRO
+218.6%
-123.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -2.6% |
| 7D | -2.9% | -1.3% | -1.6% | -1.8% |
| 30D | -4.4% | -5.0% | +0.7% | 0.0% |
| 3M | +5.2% | +7.5% | -2.3% | -0.5% |
| 6M | -7.8% | +33.2% | -41.0% | -27.0% |
| YTD | -33.8% | +27.7% | -61.5% | -46.0% |
| 1Y | -33.3% | +43.0% | -76.3% | -49.5% |
| All | +94.7% | +218.6% | -123.8% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling