+13,342.5%
UPRO vs SUI
+1,896.1%
+11,446.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +0.1% | -2.8% | +2.9% | +3.1% |
| 30D | -0.9% | -1.2% | +0.3% | 0.0% |
| 3M | +1.9% | -1.7% | +3.7% | +1.5% |
| 6M | +33.1% | -10.5% | +43.6% | +46.1% |
| YTD | +31.8% | -1.8% | +33.6% | +30.0% |
| 1Y | +48.3% | -4.1% | +52.4% | +48.5% |
| 3Y | +221.5% | +11.3% | +210.2% | +153.4% |
| 5Y | +136.7% | -32.1% | +168.9% | +241.1% |
| 10Y | +1,179.2% | +110.4% | +1,068.7% | +437.5% |
| All | +13,342.5% | +1,896.1% | +11,446.4% | +441.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling