+24.8%
SRE vs UPRO
+226.4%
-201.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +1.8% | +7.4% | -5.7% | +0.5% |
| 30D | -3.0% | -7.9% | +4.9% | -2.0% |
| 3M | -7.3% | -12.0% | +4.8% | -5.7% |
| 6M | -11.9% | -2.0% | -9.9% | -12.4% |
| YTD | -7.9% | +20.4% | -28.3% | -12.3% |
| 1Y | -11.1% | +24.5% | -35.7% | -16.1% |
| 3Y | +24.8% | +224.4% | -199.6% | -9.5% |
| All | +24.8% | +226.4% | -201.6% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling