+89.2%
AAPL vs UPRO
+228.3%
-139.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +5.0% | -2.9% | +7.9% | +5.6% |
| 30D | +3.5% | -12.4% | +16.0% | +7.8% |
| 3M | +13.1% | -11.9% | +24.9% | +17.2% |
| 6M | +19.0% | -1.7% | +20.7% | +17.3% |
| YTD | +28.5% | +18.5% | +10.0% | +16.9% |
| 1Y | +29.7% | +17.5% | +12.2% | +18.0% |
| 3Y | +89.2% | +218.4% | -129.1% | +10.6% |
| All | +89.2% | +228.3% | -139.1% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling