+11,237.3%
UPRO vs SUI
+1,960.8%
+9,276.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | +0.7% | -13.9% | -13.9% |
| 7D | -14.4% | +8.8% | -23.1% | -21.9% |
| 30D | -18.2% | +8.9% | -27.2% | -26.4% |
| 3M | -16.4% | +2.0% | -18.4% | -19.7% |
| 6M | -2.6% | -0.6% | -2.0% | -6.0% |
| YTD | +11.1% | +1.3% | +9.8% | +4.3% |
| 1Y | +11.8% | +1.3% | +10.5% | +4.8% |
| 3Y | +209.9% | +16.3% | +193.6% | +131.0% |
| 5Y | +80.9% | -25.1% | +105.9% | +130.0% |
| 10Y | +1,134.2% | +121.1% | +1,013.1% | +385.7% |
| All | +11,237.3% | +1,960.8% | +9,276.5% | +334.5% |
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