+334.3%
SPGI vs UPRO
+1,163.1%
-828.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.0% | -6.3% | -1.6% |
| 7D | -0.9% | -0.9% | 0.0% | -1.0% |
| 30D | +15.5% | -11.4% | +27.0% | +19.4% |
| 3M | +15.7% | -10.9% | +26.6% | +19.2% |
| 6M | +19.1% | -0.5% | +19.6% | +17.1% |
| YTD | -4.1% | +19.9% | -23.9% | -12.1% |
| 1Y | +1.2% | +24.2% | -23.0% | -8.8% |
| 3Y | +31.6% | +236.9% | -205.4% | -21.6% |
| 5Y | +12.4% | +96.6% | -84.1% | -25.2% |
| 10Y | +334.3% | +1,091.6% | -757.3% | +21.8% |
| All | +334.3% | +1,163.1% | -828.8% | +21.8% |
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