+31.7%
SPGI vs UPRO
+210.8%
-179.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +0.3% | -8.7% | +9.0% | +2.1% |
| 30D | +18.4% | -16.9% | +35.3% | +22.9% |
| 3M | +15.7% | -15.3% | +31.0% | +19.5% |
| 6M | +17.3% | -5.7% | +23.0% | +17.3% |
| YTD | -4.7% | +12.1% | -16.8% | -9.1% |
| 1Y | +1.8% | +16.4% | -14.6% | -4.1% |
| 3Y | +31.7% | +210.5% | -178.8% | -9.8% |
| All | +31.7% | +210.8% | -179.1% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling