+13,342.5%
UPRO vs SWK
+352.2%
+12,990.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.5% |
| 30D | -0.9% | -5.7% | +4.8% | +5.1% |
| 3M | +1.9% | +24.1% | -22.1% | -20.1% |
| 6M | +33.1% | +24.7% | +8.4% | +2.0% |
| YTD | +31.8% | +33.9% | -2.2% | -8.3% |
| 1Y | +48.3% | +34.7% | +13.6% | +0.2% |
| 3Y | +221.5% | +15.3% | +206.2% | +130.1% |
| 5Y | +136.7% | -39.3% | +176.0% | +248.5% |
| 10Y | +1,179.2% | +2.5% | +1,176.7% | +960.0% |
| All | +13,342.5% | +352.2% | +12,990.3% | +1,860.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling