+12,179.8%
UPRO vs SONY
+502.2%
+11,677.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -2.5% |
| 7D | +7.4% | +0.3% | +7.2% | +7.1% |
| 30D | -7.9% | +11.1% | -19.0% | -17.2% |
| 3M | -12.0% | +14.7% | -26.7% | -23.4% |
| 6M | -2.0% | +18.8% | -20.7% | -18.7% |
| YTD | +20.4% | +5.7% | +14.6% | +9.4% |
| 1Y | +24.5% | -8.1% | +32.6% | +27.7% |
| 3Y | +224.4% | +64.0% | +160.4% | +96.2% |
| 5Y | +97.6% | +12.6% | +85.0% | +72.4% |
| 10Y | +1,097.3% | +373.8% | +723.5% | +279.5% |
| All | +12,179.8% | +502.2% | +11,677.6% | +3,440.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling