+236.9%
UPRO vs SUI
+16.6%
+220.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +6.9% | +6.9% |
| 7D | -0.9% | +3.0% | -3.9% | -2.1% |
| 30D | -11.4% | +5.6% | -17.0% | -13.7% |
| 3M | -10.9% | +0.9% | -11.8% | -11.6% |
| 6M | -0.5% | -2.6% | +2.0% | -0.5% |
| YTD | +19.9% | -0.1% | +20.0% | +18.2% |
| 1Y | +24.2% | -1.4% | +25.6% | +23.3% |
| 3Y | +236.9% | +19.8% | +217.2% | +188.7% |
| All | +236.9% | +16.6% | +220.3% | +188.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling