+1,091.6%
UPRO vs SWK
+32.9%
+1,058.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.8% | +4.1% | +4.3% |
| 7D | -0.9% | +10.7% | -11.6% | -10.5% |
| 30D | -11.4% | +33.3% | -44.8% | -33.5% |
| 3M | -10.9% | +14.7% | -25.6% | -23.1% |
| 6M | -0.5% | +48.5% | -49.1% | -34.1% |
| YTD | +19.9% | +63.9% | -44.0% | -29.9% |
| 1Y | +24.2% | +80.4% | -56.2% | -34.4% |
| 3Y | +236.9% | +58.1% | +178.8% | +81.5% |
| 5Y | +96.6% | -24.5% | +121.1% | +136.3% |
| 10Y | +1,091.6% | +29.5% | +1,062.1% | +855.0% |
| All | +1,091.6% | +32.9% | +1,058.7% | +855.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling