+170.8%
ABBV vs UPRO
+136.1%
+34.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.8% |
| 7D | -4.3% | +1.5% | -5.8% | -4.5% |
| 30D | +1.1% | -3.7% | +4.8% | +1.5% |
| 3M | +12.3% | +8.0% | +4.3% | +11.1% |
| 6M | +9.8% | +38.7% | -28.9% | +5.3% |
| YTD | +11.5% | +29.5% | -18.1% | +7.5% |
| 1Y | +22.3% | +46.1% | -23.8% | +16.0% |
| 3Y | +85.2% | +229.1% | -143.9% | +56.2% |
| 5Y | +170.8% | +136.0% | +34.8% | +125.8% |
| All | +170.8% | +136.1% | +34.7% | +125.8% |
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