+3,676.0%
STX vs UPRO
+1,152.9%
+2,523.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.2% | +7.2% |
| 7D | +10.7% | +1.5% | +9.3% | +9.9% |
| 30D | +11.3% | -3.7% | +15.0% | +12.9% |
| 3M | +3.2% | +8.0% | -4.8% | +0.1% |
| 6M | +157.0% | +38.7% | +118.3% | +125.9% |
| YTD | +229.2% | +29.5% | +199.7% | +197.8% |
| 1Y | +381.8% | +46.1% | +335.8% | +316.8% |
| 3Y | +1,383.2% | +229.1% | +1,154.1% | +803.8% |
| 5Y | +1,144.9% | +136.0% | +1,008.9% | +697.7% |
| 10Y | +3,676.0% | +1,155.3% | +2,520.8% | +814.1% |
| All | +3,676.0% | +1,152.9% | +2,523.1% | +814.1% |
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