+19.8%
UPRO vs SSNC
-5.7%
+25.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +9.7% | +1.4% | +8.3% | +9.3% |
| 30D | -9.8% | -2.6% | -7.1% | -9.4% |
| 3M | -9.1% | -0.6% | -8.5% | -9.2% |
| 6M | +0.9% | +19.9% | -19.0% | -4.4% |
| YTD | +21.9% | -8.2% | +30.1% | +31.6% |
| 1Y | +19.8% | -5.5% | +25.3% | +25.7% |
| All | +19.8% | -5.7% | +25.5% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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