+96.5%
SOUN vs UPRO
+233.9%
-137.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | -2.7% |
| 7D | -9.5% | -3.8% | -5.7% | -8.0% |
| 30D | -21.3% | -8.9% | -12.5% | -15.7% |
| 3M | -47.2% | -7.4% | -39.8% | -44.5% |
| 6M | -53.7% | +1.6% | -55.3% | -55.8% |
| YTD | -60.8% | +23.2% | -84.0% | -69.2% |
| 1Y | -70.9% | +21.2% | -92.2% | -76.8% |
| All | +96.5% | +233.9% | -137.4% | -48.6% |
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 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