-99.1%
UPXI vs SPY
+92.0%
-191.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +7.8% | -0.4% | +8.2% | +8.1% |
| 30D | +28.7% | -1.4% | +30.1% | +29.9% |
| 3M | +16.2% | +3.7% | +12.5% | +14.4% |
| 6M | +6.7% | +13.0% | -6.3% | +1.2% |
| YTD | -38.4% | +12.4% | -50.8% | -41.0% |
| 1Y | -81.2% | +18.5% | -99.7% | -82.1% |
| 3Y | -97.0% | +77.6% | -174.7% | -97.5% |
| 5Y | -99.1% | +81.7% | -180.8% | -99.3% |
| All | -99.1% | +92.0% | -191.1% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling