-71.4%
SOUN vs UPRO
+29.4%
-100.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | 0.0% | +0.1% |
| 7D | -2.7% | -2.6% | -0.1% | -0.3% |
| 30D | -26.5% | -4.3% | -22.2% | -23.4% |
| 3M | -33.6% | -4.3% | -29.3% | -30.9% |
| 6M | -54.4% | +14.7% | -69.1% | -61.1% |
| YTD | -56.7% | +28.0% | -84.7% | -67.2% |
| 1Y | -71.4% | +29.8% | -101.3% | -78.7% |
| All | -71.4% | +29.4% | -100.9% | -78.7% |
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