+1,071.1%
UPRO vs SUI
+117.1%
+954.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.2% |
| 7D | -2.9% | +3.4% | -6.3% | -6.2% |
| 30D | -12.4% | +4.6% | -17.0% | -17.4% |
| 3M | -11.9% | +1.6% | -13.4% | -14.7% |
| 6M | -1.7% | -3.5% | +1.8% | -2.0% |
| YTD | +18.5% | -1.0% | +19.5% | +14.4% |
| 1Y | +17.5% | -1.7% | +19.2% | +14.1% |
| 3Y | +218.4% | +18.4% | +200.0% | +133.6% |
| 5Y | +99.1% | -26.3% | +125.5% | +162.1% |
| 10Y | +1,071.1% | +123.3% | +947.8% | +673.0% |
| All | +1,071.1% | +117.1% | +954.0% | +673.0% |
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