+100.1%
UPRO vs SONY
+11.5%
+88.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.6% |
| 7D | +9.7% | -3.2% | +12.9% | +12.8% |
| 30D | -9.8% | +9.6% | -19.3% | -18.4% |
| 3M | -9.1% | +13.3% | -22.4% | -20.7% |
| 6M | +0.9% | +20.3% | -19.4% | -18.6% |
| YTD | +21.9% | +4.1% | +17.8% | +12.5% |
| 1Y | +19.8% | -11.9% | +31.7% | +31.3% |
| 3Y | +227.4% | +56.6% | +170.8% | +83.3% |
| 5Y | +100.1% | +10.9% | +89.2% | +64.2% |
| All | +100.1% | +11.5% | +88.6% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling