+151.5%
SPMO vs UPRO
+133.2%
+18.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.4% |
| 7D | +2.7% | -1.3% | +4.0% | +3.1% |
| 30D | +1.1% | -5.0% | +6.1% | +2.8% |
| 3M | +2.0% | +7.5% | -5.4% | -0.6% |
| 6M | +26.5% | +33.2% | -6.7% | +14.4% |
| YTD | +26.5% | +27.7% | -1.2% | +15.8% |
| 1Y | +27.9% | +43.0% | -15.1% | +12.4% |
| 3Y | +160.4% | +224.4% | -64.1% | +71.9% |
| 5Y | +151.5% | +135.9% | +15.6% | +72.6% |
| All | +151.5% | +133.2% | +18.3% | +72.6% |
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