+247.9%
SOXX vs UPRO
+137.8%
+110.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.6% | +0.4% |
| 7D | +1.4% | -2.5% | +3.9% | +3.0% |
| 30D | -3.6% | -4.2% | +0.7% | -1.1% |
| 3M | -10.2% | +8.1% | -18.2% | -14.0% |
| 6M | +54.2% | +35.2% | +19.0% | +29.9% |
| YTD | +75.2% | +28.4% | +46.8% | +51.9% |
| 1Y | +107.5% | +39.3% | +68.2% | +71.8% |
| 3Y | +226.8% | +219.9% | +6.9% | +64.2% |
| All | +247.9% | +137.8% | +110.1% | +92.4% |
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