+229.1%
UPRO vs SPXU
-80.6%
+309.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | 0.0% |
| 7D | +1.5% | -1.5% | +2.9% | +0.1% |
| 30D | -3.7% | +3.7% | -7.4% | +0.3% |
| 3M | +8.0% | -9.6% | +17.5% | +1.2% |
| 6M | +38.7% | -32.4% | +71.0% | +2.3% |
| YTD | +29.5% | -28.7% | +58.2% | +3.0% |
| 1Y | +46.1% | -38.2% | +84.3% | +4.5% |
| 3Y | +229.1% | -80.4% | +309.5% | +17.3% |
| All | +229.1% | -80.6% | +309.6% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling