+20.8%
UPRO vs SUNB
+14.2%
+6.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.6% |
| 7D | +7.4% | +6.7% | +0.7% | +4.7% |
| 30D | -7.9% | +8.7% | -16.6% | -10.6% |
| 3M | -12.0% | +1.6% | -13.6% | -12.4% |
| 6M | -2.0% | +9.6% | -11.6% | -4.9% |
| All | +20.8% | +14.2% | +6.6% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling