+268.9%
SU vs UPRO
+14,044.7%
-13,775.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.4% |
| 7D | -1.0% | +1.5% | -2.4% | -1.5% |
| 30D | +13.7% | -3.7% | +17.4% | +15.1% |
| 3M | +8.0% | +8.0% | 0.0% | +3.8% |
| 6M | +21.0% | +38.7% | -17.6% | +4.4% |
| YTD | +56.2% | +29.5% | +26.7% | +37.6% |
| 1Y | +72.2% | +46.1% | +26.1% | +43.7% |
| 3Y | +118.1% | +229.1% | -111.0% | +22.7% |
| 5Y | +350.3% | +136.0% | +214.3% | +158.4% |
| 10Y | +248.5% | +1,155.3% | -906.8% | -21.9% |
| All | +268.9% | +14,044.7% | -13,775.7% | -80.0% |
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