+32.1%
SWKS vs UPRO
+1,093.1%
-1,060.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.8% |
| 7D | -6.2% | -8.7% | +2.5% | -2.6% |
| 30D | -1.5% | -16.9% | +15.4% | +6.9% |
| 3M | +23.0% | -15.3% | +38.2% | +31.8% |
| 6M | +27.6% | -5.7% | +33.3% | +29.7% |
| YTD | +32.3% | +12.1% | +20.2% | +21.8% |
| 1Y | +20.1% | +16.4% | +3.7% | +8.2% |
| 3Y | +0.6% | +210.5% | -209.9% | -46.1% |
| 5Y | -42.3% | +82.4% | -124.7% | -63.4% |
| All | +32.1% | +1,093.1% | -1,060.9% | -75.4% |
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