+5,081.1%
SOXX vs UPRO
+13,844.7%
-8,763.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.4% |
| 7D | +6.1% | -1.3% | +7.4% | +6.7% |
| 30D | +0.5% | -5.0% | +5.5% | +2.9% |
| 3M | -5.3% | +7.5% | -12.8% | -8.1% |
| 6M | +58.3% | +33.2% | +25.1% | +39.2% |
| YTD | +76.8% | +27.7% | +49.1% | +58.7% |
| 1Y | +114.6% | +43.0% | +71.6% | +82.8% |
| 3Y | +229.6% | +224.4% | +5.2% | +89.2% |
| 5Y | +257.3% | +135.9% | +121.5% | +122.4% |
| 10Y | +1,583.2% | +1,232.5% | +350.7% | +317.3% |
| All | +5,081.1% | +13,844.7% | -8,763.6% | +329.0% |
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