-97.1%
UPXI vs SPY
+75.5%
-172.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | -7.1% | -2.0% | -5.1% | -6.0% |
| 30D | +23.9% | -1.7% | +25.6% | +25.2% |
| 3M | +15.6% | +4.7% | +10.8% | +13.7% |
| 6M | +5.6% | +12.5% | -6.9% | +1.9% |
| YTD | -40.8% | +11.7% | -52.6% | -42.8% |
| 1Y | -81.8% | +17.5% | -99.3% | -82.1% |
| All | -97.1% | +75.5% | -172.6% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling