+39.3%
UPRO vs SOXQ
+98.3%
-59.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.7% | +1.3% |
| 7D | -2.5% | +0.8% | -3.3% | -3.0% |
| 30D | -4.2% | -4.6% | +0.3% | -1.6% |
| 3M | +8.1% | -10.2% | +18.2% | +13.1% |
| 6M | +35.2% | +49.7% | -14.4% | -10.3% |
| YTD | +28.4% | +67.2% | -38.8% | -22.7% |
| 1Y | +39.3% | +98.0% | -58.7% | -24.1% |
| All | +39.3% | +98.3% | -59.1% | -24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling