+2,116.4%
SPGI vs UPRO
+12,137.2%
-10,020.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | +0.3% | -8.7% | +9.0% | +3.0% |
| 30D | +18.4% | -16.9% | +35.3% | +25.2% |
| 3M | +15.7% | -15.3% | +31.0% | +21.3% |
| 6M | +17.3% | -5.7% | +23.0% | +17.4% |
| YTD | -4.7% | +12.1% | -16.8% | -10.7% |
| 1Y | +1.8% | +16.4% | -14.6% | -6.2% |
| 3Y | +31.7% | +210.5% | -178.8% | -19.0% |
| 5Y | +12.1% | +82.4% | -70.3% | -23.4% |
| 10Y | +341.9% | +1,144.5% | -802.6% | +28.1% |
| All | +2,116.4% | +12,137.2% | -10,020.8% | +174.8% |
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 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