+125.4%
SU vs UPRO
+212.7%
-87.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | +1.7% | -6.0% | +7.7% | +2.6% |
| 30D | +9.6% | -5.8% | +15.4% | +10.5% |
| 3M | +11.7% | +10.8% | +0.9% | +9.4% |
| 6M | +21.9% | +31.6% | -9.7% | +15.2% |
| YTD | +58.6% | +25.4% | +33.3% | +51.0% |
| 1Y | +66.5% | +39.2% | +27.3% | +54.2% |
| All | +125.4% | +212.7% | -87.4% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling