-10.1%
SOUN vs UPRO
+206.8%
-217.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.9% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | +4.8% | -0.9% | +5.7% | +5.7% |
| 3M | -15.9% | +1.9% | -17.8% | -16.9% |
| 6M | -17.4% | +33.1% | -50.5% | -33.3% |
| YTD | -32.4% | +31.8% | -64.2% | -44.7% |
| 1Y | -49.3% | +48.3% | -97.6% | -61.8% |
| 3Y | +167.5% | +221.5% | -54.0% | +29.8% |
| All | -10.1% | +206.8% | -217.0% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling