+124.8%
AAPL vs UPRO
+128.3%
-3.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.3% |
| 7D | -0.5% | -6.0% | +5.5% | +1.9% |
| 30D | +7.1% | -5.8% | +12.9% | +9.5% |
| 3M | +12.1% | +10.8% | +1.3% | +6.6% |
| 6M | +25.4% | +31.6% | -6.2% | +10.1% |
| YTD | +20.5% | +25.4% | -4.9% | +7.5% |
| 1Y | +44.5% | +39.2% | +5.3% | +22.7% |
| 3Y | +85.8% | +218.5% | -132.7% | +4.7% |
| 5Y | +124.8% | +137.1% | -12.3% | +31.3% |
| All | +124.8% | +128.3% | -3.6% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling