+13.7%
SPGI vs UPRO
+95.9%
-82.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | +1.2% | +7.4% | -6.2% | -0.9% |
| 30D | +15.9% | -7.9% | +23.8% | +18.0% |
| 3M | +12.3% | -12.0% | +24.3% | +15.6% |
| 6M | +23.7% | -2.0% | +25.7% | +22.5% |
| YTD | -3.5% | +20.4% | -23.9% | -10.9% |
| 1Y | +0.4% | +24.5% | -24.1% | -8.4% |
| 3Y | +29.9% | +224.4% | -194.5% | -18.4% |
| All | +13.7% | +95.9% | -82.2% | -22.1% |
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