+141.2%
UPRO vs SNY
+9.4%
+131.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -2.5% | -3.3% | +0.8% | -1.0% |
| 30D | -4.2% | -2.2% | -2.1% | -3.3% |
| 3M | +8.1% | -3.0% | +11.1% | +9.1% |
| 6M | +35.2% | +2.7% | +32.5% | +32.6% |
| YTD | +28.4% | -6.8% | +35.3% | +31.7% |
| 1Y | +39.3% | -5.3% | +44.5% | +41.2% |
| 3Y | +219.9% | -9.8% | +229.7% | +222.3% |
| All | +141.2% | +9.4% | +131.7% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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