+9,299.4%
STX vs UPRO
+12,137.2%
-2,837.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.6% |
| 7D | -28.5% | -8.7% | -19.8% | -25.4% |
| 30D | -42.9% | -16.9% | -26.0% | -37.8% |
| 3M | -45.9% | -15.3% | -30.6% | -41.7% |
| 6M | -41.3% | -5.7% | -35.6% | -39.4% |
| YTD | +67.9% | +12.1% | +55.9% | +61.5% |
| 1Y | +66.5% | +16.4% | +50.1% | +58.1% |
| 3Y | +588.0% | +210.5% | +377.4% | +316.1% |
| 5Y | +449.1% | +82.4% | +366.7% | +280.1% |
| 10Y | +1,982.8% | +1,144.5% | +838.3% | +381.6% |
| All | +9,299.4% | +12,137.2% | -2,837.8% | +558.0% |
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