+13,000.9%
UPRO vs SONY
+431.7%
+12,569.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.1% |
| 7D | -2.5% | -2.7% | +0.1% | -0.3% |
| 30D | -4.2% | +1.5% | -5.8% | -5.8% |
| 3M | +8.1% | +13.0% | -4.9% | -4.6% |
| 6M | +35.2% | +11.2% | +24.0% | +20.3% |
| YTD | +28.4% | -6.6% | +35.1% | +32.1% |
| 1Y | +39.3% | -18.1% | +57.4% | +59.6% |
| 3Y | +219.9% | +42.1% | +177.8% | +122.8% |
| 5Y | +142.8% | +11.0% | +131.8% | +118.2% |
| 10Y | +1,240.0% | +289.2% | +950.8% | +404.8% |
| All | +13,000.9% | +431.7% | +12,569.2% | +4,176.4% |
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 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