+61.5%
ACWI vs UPRO
+104.9%
-43.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.9% | -2.7% | -0.1% |
| 7D | -0.7% | -3.8% | +3.1% | +0.3% |
| 30D | -2.0% | -8.9% | +6.9% | +0.5% |
| 3M | -2.2% | -7.4% | +5.3% | -0.3% |
| 6M | +1.9% | +1.6% | +0.3% | +0.5% |
| YTD | +12.0% | +23.2% | -11.2% | +3.5% |
| 1Y | +12.5% | +21.2% | -8.7% | +4.3% |
| 3Y | +75.4% | +230.8% | -155.4% | +13.9% |
| 5Y | +61.5% | +106.7% | -45.2% | +12.3% |
| All | +61.5% | +104.9% | -43.4% | +12.3% |
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