-13.6%
SOUN vs UPRO
+197.4%
-211.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.3% |
| 7D | -4.4% | -1.3% | -3.1% | -3.5% |
| 30D | -13.1% | -5.0% | -8.1% | -9.6% |
| 3M | -7.7% | +7.5% | -15.2% | -12.5% |
| 6M | -21.2% | +33.2% | -54.4% | -36.3% |
| YTD | -35.0% | +27.7% | -62.7% | -45.5% |
| 1Y | -56.4% | +43.0% | -99.4% | -66.2% |
| 3Y | +181.7% | +224.4% | -42.7% | +37.4% |
| All | -13.6% | +197.4% | -211.0% | -43.6% |
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