+504.5%
STT vs UPRO
+14,289.1%
-13,784.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +3.9% | -0.9% | +4.7% | +4.2% |
| 3M | +20.0% | +1.9% | +18.0% | +17.9% |
| 6M | +55.3% | +33.1% | +22.2% | +35.1% |
| YTD | +53.3% | +31.8% | +21.5% | +33.8% |
| 1Y | +74.7% | +48.3% | +26.4% | +44.2% |
| 3Y | +205.8% | +221.5% | -15.6% | +67.1% |
| 5Y | +145.0% | +136.7% | +8.3% | +39.9% |
| 10Y | +266.0% | +1,179.2% | -913.2% | -22.5% |
| All | +504.5% | +14,289.1% | -13,784.5% | -66.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling