-23.8%
SPOT vs UPRO
+41.4%
-65.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.7% | +0.4% |
| 7D | -3.1% | -2.5% | -0.5% | -2.7% |
| 30D | +7.4% | -4.2% | +11.6% | +8.0% |
| 3M | +8.2% | +8.1% | +0.1% | +6.7% |
| 6M | +2.2% | +35.2% | -33.0% | -4.5% |
| YTD | -9.5% | +28.4% | -37.9% | -14.6% |
| 1Y | -23.8% | +39.3% | -63.1% | -30.6% |
| All | -23.8% | +41.4% | -65.3% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling