+1,232.5%
UPRO vs SPXU
-99.5%
+1,332.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | 0.0% |
| 7D | -1.3% | +1.3% | -2.6% | +0.1% |
| 30D | -5.0% | +5.1% | -10.1% | +0.4% |
| 3M | +7.5% | -9.1% | +16.6% | +1.2% |
| 6M | +33.2% | -29.6% | +62.8% | +2.1% |
| YTD | +27.7% | -27.7% | +55.4% | +2.8% |
| 1Y | +43.0% | -37.0% | +80.0% | +4.1% |
| 3Y | +224.4% | -80.2% | +304.6% | +16.6% |
| 5Y | +135.9% | -86.0% | +221.9% | +18.9% |
| 10Y | +1,232.5% | -99.5% | +1,332.1% | +7.7% |
| All | +1,232.5% | -99.5% | +1,332.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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