+15.4%
SOFI vs UPRO
+137.8%
-122.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -1.1% |
| 7D | -4.9% | -2.5% | -2.4% | -3.1% |
| 30D | -3.5% | -4.2% | +0.8% | -0.1% |
| 3M | +3.9% | +8.1% | -4.2% | -1.6% |
| 6M | -6.5% | +35.2% | -41.8% | -25.1% |
| YTD | -33.8% | +28.4% | -62.3% | -45.1% |
| 1Y | -33.3% | +39.3% | -72.5% | -47.1% |
| 3Y | +94.6% | +219.9% | -125.3% | -14.8% |
| All | +15.4% | +137.8% | -122.4% | -40.6% |
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