+1,361.6%
AAPL vs UPRO
+1,102.3%
+259.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +3.2% | +9.7% | -6.5% | -0.6% |
| 30D | +4.1% | -9.8% | +13.8% | +7.6% |
| 3M | +17.5% | -9.1% | +26.6% | +20.8% |
| 6M | +20.6% | +0.9% | +19.7% | +17.6% |
| YTD | +31.0% | +21.9% | +9.1% | +17.2% |
| 1Y | +30.2% | +19.8% | +10.4% | +17.0% |
| 3Y | +92.9% | +227.4% | -134.5% | +8.4% |
| 5Y | +142.4% | +100.1% | +42.3% | +53.4% |
| All | +1,361.6% | +1,102.3% | +259.3% | +279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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