+1,186.4%
UPRO vs SIRI
-10.2%
+1,196.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.9% |
| 7D | -2.5% | +0.6% | -3.1% | -2.9% |
| 30D | -4.2% | +2.5% | -6.7% | -5.9% |
| 3M | +8.1% | +6.6% | +1.4% | +2.9% |
| 6M | +35.2% | +32.9% | +2.4% | +12.0% |
| YTD | +28.4% | +50.5% | -22.0% | -2.9% |
| 1Y | +39.3% | +28.0% | +11.3% | +15.1% |
| 3Y | +219.9% | -22.4% | +242.3% | +214.9% |
| 5Y | +142.8% | -41.3% | +184.1% | +144.5% |
| All | +1,186.4% | -10.2% | +1,196.6% | +934.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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