-99.7%
SOXS vs UPRO
+38.1%
-137.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.8% | +9.9% | +3.2% |
| 7D | -9.4% | -6.0% | -3.4% | -23.7% |
| 30D | +6.2% | -5.8% | +11.9% | -9.4% |
| 3M | -28.0% | +10.8% | -38.8% | +18.4% |
| 6M | -99.2% | +31.6% | -130.8% | -95.7% |
| YTD | -99.5% | +25.4% | -124.9% | -97.4% |
| All | -99.7% | +38.1% | -137.8% | -98.1% |
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