-36.5%
SWKS vs UPRO
+95.9%
-132.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | +9.4% | +7.4% | +2.0% | +5.4% |
| 30D | +17.0% | -7.9% | +24.9% | +20.7% |
| 3M | +28.9% | -12.0% | +40.9% | +35.7% |
| 6M | +33.1% | -2.0% | +35.1% | +32.5% |
| YTD | +44.8% | +20.4% | +24.4% | +27.8% |
| 1Y | +36.2% | +24.5% | +11.7% | +18.0% |
| 3Y | +11.5% | +224.4% | -212.9% | -43.6% |
| All | -36.5% | +95.9% | -132.4% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling