-2.0%
UPRO vs SONY
+17.9%
-19.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.0% |
| 7D | +7.4% | +0.3% | +7.2% | +7.5% |
| 30D | -7.9% | +11.1% | -19.0% | -7.9% |
| 3M | -12.0% | +14.7% | -26.7% | -12.2% |
| 6M | -2.0% | +18.8% | -20.7% | -0.5% |
| All | -2.0% | +17.9% | -19.9% | -0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling