| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UPRO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.3% | −3.6% | −15.7% | +33.2% | +15.5% | −4.7% | −7.6% | — | — | — | — | — | +13.7% | +7.5% | +6.1pp |
| 2025 | +6.7% | −5.0% | −17.6% | −8.7% | +18.2% | +14.9% | +5.9% | +4.9% | +9.9% | +5.8% | −0.7% | −0.9% | +31.9% | +17.7% | +14.2pp |
| 2024 | +3.5% | +14.7% | +8.8% | −13.0% | +14.3% | +9.8% | +1.8% | +5.1% | +5.1% | −4.1% | +17.4% | −8.4% | +63.6% | +24.9% | +38.7pp |
| 2023 | +18.1% | −8.7% | +9.4% | +3.6% | −0.2% | +19.1% | +8.9% | −6.4% | −14.7% | −7.9% | +28.1% | +12.9% | +68.5% | +26.2% | +42.4pp |
| 2022 | −15.9% | −9.9% | +10.1% | −25.4% | −2.1% | −24.9% | +28.6% | −13.3% | −26.9% | +23.1% | +14.4% | −17.7% | −56.8% | −18.2% | −38.7pp |
| 2021 | −3.7% | +7.7% | +13.3% | +16.2% | +1.4% | +6.6% | +6.9% | +9.0% | −13.9% | +21.9% | −2.7% | +13.2% | +98.6% | +28.7% | +69.9pp |
| 2020 · part | — | — | — | — | — | — | +17.7% | +22.0% | −12.3% | −8.5% | +35.2% | +11.1% | +73.3% | +18.3% | +55.0pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. UPRO is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 33% | 67% | 50% | 67% | 67% | 86% | 67% | 33% | 50% | 67% | 50% |
| Median | +3.4% | −4.3% | +9.1% | −2.5% | +7.8% | +8.2% | +6.9% | +5.0% | −13.1% | +0.8% | +15.9% | +5.1% |
| Best | +18.1% | +14.7% | +13.3% | +33.2% | +18.2% | +19.1% | +28.6% | +22.0% | +9.9% | +23.1% | +35.2% | +13.2% |
| Worst | −15.9% | −9.9% | −17.6% | −25.4% | −2.1% | −24.9% | −7.6% | −13.3% | −26.9% | −8.5% | −2.7% | −17.7% |
| vs SPY ⓘ | +1.9pp | −3.2pp | +5.6pp | −2.9pp | +5.0pp | +5.3pp | +4.5pp | +2.8pp | −8.9pp | +0.1pp | +10.1pp | +3.2pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
