+449.8%
SOXL vs UPRO
+212.7%
+237.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.8% | -6.2% | -4.3% |
| 7D | +8.5% | -6.0% | +14.5% | +22.5% |
| 30D | -13.0% | -5.8% | -7.2% | -2.0% |
| 3M | -35.9% | +10.8% | -46.7% | -42.2% |
| 6M | +112.1% | +31.6% | +80.5% | +53.9% |
| YTD | +175.4% | +25.4% | +150.0% | +126.7% |
| 1Y | +304.9% | +39.2% | +265.6% | +194.1% |
| All | +449.8% | +212.7% | +237.1% | +44.9% |
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