+1,019.5%
STX vs UPRO
+137.3%
+882.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.9% |
| 7D | +2.4% | +0.1% | +2.3% | +2.2% |
| 30D | +1.4% | -0.9% | +2.3% | +1.7% |
| 3M | -8.2% | +1.9% | -10.2% | -9.0% |
| 6M | +127.0% | +33.1% | +93.9% | +99.3% |
| YTD | +209.1% | +31.8% | +177.4% | +172.9% |
| 1Y | +365.4% | +48.3% | +317.1% | +291.1% |
| 3Y | +1,135.4% | +221.5% | +913.9% | +615.2% |
| All | +1,019.5% | +137.3% | +882.2% | +572.5% |
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