+495.9%
SPMO vs UPRO
+1,354.9%
-859.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.2% |
| 7D | +6.3% | +7.4% | -1.1% | +3.9% |
| 30D | -8.9% | -7.9% | -1.0% | -6.5% |
| 3M | -13.2% | -12.0% | -1.2% | -9.7% |
| 6M | -9.3% | -2.0% | -7.3% | -8.9% |
| YTD | +11.6% | +20.4% | -8.8% | +4.5% |
| 1Y | +13.4% | +24.5% | -11.1% | +5.0% |
| 3Y | +122.9% | +224.4% | -101.5% | +48.6% |
| 5Y | +113.9% | +97.6% | +16.3% | +53.8% |
| 10Y | +460.5% | +1,097.3% | -636.8% | +137.4% |
| All | +495.9% | +1,354.9% | -859.0% | +148.8% |
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