+29.8%
UPRO vs SWK
+87.6%
-57.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +13.1% | -8.2% | -1.4% |
| 7D | -2.6% | +17.9% | -20.5% | -10.5% |
| 30D | -4.3% | +31.9% | -36.3% | -17.2% |
| 3M | -4.3% | +16.6% | -20.9% | -11.6% |
| 6M | +14.7% | +61.1% | -46.4% | -11.1% |
| YTD | +28.0% | +64.2% | -36.2% | -4.5% |
| 1Y | +29.8% | +85.2% | -55.4% | -9.7% |
| All | +29.8% | +87.6% | -57.8% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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