+1,125.0%
UPRO vs SPXU
-99.5%
+1,224.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.9% | +7.8% | 0.0% |
| 7D | -3.8% | +1.5% | -5.3% | +0.1% |
| 30D | -8.9% | +6.4% | -15.2% | +0.5% |
| 3M | -7.4% | +4.2% | -11.7% | +1.2% |
| 6M | +1.6% | -7.8% | +9.3% | +2.5% |
| YTD | +23.2% | -27.5% | +50.7% | +3.7% |
| 1Y | +21.2% | -27.1% | +48.4% | +4.3% |
| 3Y | +230.8% | -80.8% | +311.6% | +16.3% |
| 5Y | +106.7% | -84.1% | +190.8% | +20.8% |
| 10Y | +1,125.0% | -99.5% | +1,224.5% | +8.4% |
| All | +1,125.0% | -99.5% | +1,224.5% | +8.4% |
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