+636.4%
ADI vs UPRO
+1,162.5%
-526.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +2.6% | -1.3% | +3.9% | +3.2% |
| 30D | -4.6% | -5.0% | +0.4% | -2.5% |
| 3M | -9.5% | +7.5% | -17.0% | -12.4% |
| 6M | +14.8% | +33.2% | -18.4% | +0.7% |
| YTD | +35.8% | +27.7% | +8.1% | +20.9% |
| 1Y | +48.9% | +43.0% | +5.9% | +25.8% |
| 3Y | +115.6% | +224.4% | -108.9% | +23.6% |
| 5Y | +135.1% | +135.9% | -0.8% | +42.1% |
| 10Y | +636.4% | +1,232.5% | -596.1% | +81.5% |
| All | +636.4% | +1,162.5% | -526.1% | +81.5% |
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