+1,155.8%
UPRO vs SONY
+286.8%
+869.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -2.2% |
| 7D | -6.0% | -5.8% | -0.2% | -0.2% |
| 30D | -5.8% | -0.4% | -5.4% | -5.9% |
| 3M | +10.8% | +13.3% | -2.5% | -5.1% |
| 6M | +31.6% | +8.5% | +23.1% | +16.8% |
| YTD | +25.4% | -8.1% | +33.5% | +31.5% |
| 1Y | +39.2% | -17.9% | +57.1% | +63.2% |
| 3Y | +218.5% | +41.4% | +177.1% | +96.1% |
| 5Y | +137.1% | +9.3% | +127.8% | +101.1% |
| All | +1,155.8% | +286.8% | +869.0% | +321.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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