+231.9%
UPRO vs SPXU
-81.0%
+312.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.4% |
| 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% | +3.9% |
| 1Y | +21.2% | -27.1% | +48.4% | +4.5% |
| All | +231.9% | -81.0% | +312.9% | +17.7% |
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 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