+137.1%
UPRO vs SIRI
-42.5%
+179.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.2% |
| 7D | -6.0% | -3.0% | -3.0% | -5.0% |
| 30D | -5.8% | +1.3% | -7.1% | -6.3% |
| 3M | +10.8% | +5.6% | +5.2% | +8.1% |
| 6M | +31.6% | +35.1% | -3.6% | +17.6% |
| YTD | +25.4% | +49.0% | -23.7% | +7.5% |
| 1Y | +39.2% | +26.8% | +12.5% | +25.9% |
| 3Y | +218.5% | -23.7% | +242.2% | +219.9% |
| 5Y | +137.1% | -41.8% | +178.9% | +199.9% |
| All | +137.1% | -42.5% | +179.6% | +199.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling