+48.6%
SRE vs UPRO
+133.2%
-84.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | +1.5% | -1.3% | +2.8% | +1.7% |
| 30D | +0.8% | -5.0% | +5.9% | +1.7% |
| 3M | -5.8% | +7.5% | -13.3% | -7.4% |
| 6M | -7.8% | +33.2% | -41.0% | -13.4% |
| YTD | -2.4% | +27.7% | -30.1% | -7.8% |
| 1Y | +8.9% | +43.0% | -34.1% | +0.3% |
| 3Y | +31.1% | +224.4% | -193.4% | -0.3% |
| 5Y | +48.6% | +135.9% | -87.2% | +10.4% |
| All | +48.6% | +133.2% | -84.5% | +10.4% |
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