+1,067.6%
UPRO vs SUI
+115.7%
+951.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +2.2% |
| 7D | -8.7% | +6.2% | -14.9% | -14.2% |
| 30D | -16.9% | +8.6% | -25.5% | -24.4% |
| 3M | -15.3% | +1.0% | -16.3% | -17.5% |
| 6M | -5.7% | -2.6% | -3.1% | -6.9% |
| YTD | +12.1% | -0.1% | +12.2% | +7.2% |
| 1Y | +16.4% | +0.5% | +16.0% | +10.5% |
| 3Y | +210.5% | +15.3% | +195.3% | +135.7% |
| 5Y | +82.4% | -26.1% | +108.5% | +139.5% |
| All | +1,067.6% | +115.7% | +951.9% | +694.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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