+279.9%
SU vs UPRO
+13,044.5%
-12,764.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +1.7% | +7.4% | -5.7% | -1.0% |
| 30D | -7.9% | -7.9% | 0.0% | -5.9% |
| 3M | +7.5% | -12.0% | +19.6% | +11.2% |
| 6M | +7.2% | -2.0% | +9.2% | +5.2% |
| YTD | +60.9% | +20.4% | +40.5% | +43.8% |
| 1Y | +63.6% | +24.5% | +39.1% | +43.9% |
| 3Y | +128.9% | +224.4% | -95.5% | +28.7% |
| 5Y | +228.3% | +97.6% | +130.7% | +100.3% |
| 10Y | +240.6% | +1,097.3% | -856.8% | -23.1% |
| All | +279.9% | +13,044.5% | -12,764.6% | -79.1% |
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 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