+262.0%
STT vs UPRO
+1,152.9%
-890.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.5% |
| 7D | +2.2% | +1.5% | +0.7% | +1.6% |
| 30D | +3.9% | -3.7% | +7.6% | +5.5% |
| 3M | +19.2% | +8.0% | +11.2% | +14.7% |
| 6M | +60.4% | +38.7% | +21.7% | +38.0% |
| YTD | +51.5% | +29.5% | +21.9% | +34.0% |
| 1Y | +76.3% | +46.1% | +30.2% | +47.7% |
| 3Y | +200.7% | +229.1% | -28.3% | +67.3% |
| 5Y | +157.5% | +136.0% | +21.5% | +51.2% |
| 10Y | +262.0% | +1,155.3% | -893.3% | -14.6% |
| All | +262.0% | +1,152.9% | -890.9% | -14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling