+147.8%
SW vs UPRO
+1,173.4%
-1,025.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -4.6% | -0.9% | -3.7% | -4.4% |
| 3M | +9.4% | +1.9% | +7.5% | +8.9% |
| 6M | +3.5% | +33.1% | -29.6% | -2.0% |
| YTD | +22.0% | +31.8% | -9.8% | +15.6% |
| 1Y | +2.2% | +48.3% | -46.1% | -5.3% |
| 3Y | +19.6% | +221.5% | -201.9% | -3.7% |
| 5Y | -2.3% | +136.7% | -139.1% | -21.4% |
| All | +147.8% | +1,173.4% | -1,025.6% | +52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling