+180.6%
UPRO vs SOXQ
+286.7%
-106.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.7% | +0.6% |
| 7D | -2.5% | +0.8% | -3.3% | -3.4% |
| 30D | -4.2% | -4.6% | +0.3% | -0.1% |
| 3M | +8.1% | -10.2% | +18.2% | +15.4% |
| 6M | +35.2% | +49.7% | -14.4% | -22.1% |
| YTD | +28.4% | +67.2% | -38.8% | -35.7% |
| 1Y | +39.3% | +98.0% | -58.7% | -43.5% |
| 3Y | +219.9% | +237.2% | -17.3% | -35.9% |
| 5Y | +142.8% | +261.3% | -118.5% | -53.6% |
| All | +180.6% | +286.7% | -106.0% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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