+49.4%
SRE vs UPRO
+95.9%
-46.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +1.8% | +7.4% | -5.7% | +0.4% |
| 30D | -3.0% | -7.9% | +4.9% | -1.9% |
| 3M | -7.3% | -12.0% | +4.8% | -5.6% |
| 6M | -11.9% | -2.0% | -9.9% | -12.4% |
| YTD | -7.9% | +20.4% | -28.3% | -12.4% |
| 1Y | -11.1% | +24.5% | -35.7% | -16.1% |
| 3Y | +24.8% | +224.4% | -199.6% | -5.1% |
| All | +49.4% | +95.9% | -46.5% | +15.4% |
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