+116.5%
SPG vs UPRO
+1,163.1%
-1,046.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.0% | -4.9% | -0.5% |
| 7D | +5.1% | -0.9% | +6.0% | +4.9% |
| 30D | +16.8% | -11.4% | +28.3% | +21.2% |
| 3M | +5.7% | -10.9% | +16.6% | +9.0% |
| 6M | +17.8% | -0.5% | +18.3% | +15.4% |
| YTD | +30.1% | +19.9% | +10.2% | +17.6% |
| 1Y | +32.8% | +24.2% | +8.6% | +17.9% |
| 3Y | +137.2% | +236.9% | -99.7% | +34.0% |
| 5Y | +81.5% | +96.6% | -15.1% | +16.0% |
| 10Y | +116.5% | +1,091.6% | -975.1% | -33.0% |
| All | +116.5% | +1,163.1% | -1,046.6% | -33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling