+19.8%
UPRO vs SBAC
-5.3%
+25.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.9% |
| 7D | +9.7% | -3.4% | +13.0% | +9.9% |
| 30D | -9.8% | +2.6% | -12.4% | -9.8% |
| 3M | -9.1% | +2.6% | -11.7% | -9.3% |
| 6M | +0.9% | -11.5% | +12.4% | +1.8% |
| YTD | +21.9% | -1.6% | +23.5% | +23.9% |
| 1Y | +19.8% | -5.1% | +24.9% | +24.3% |
| All | +19.8% | -5.3% | +25.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling