+141.2%
ADI vs UPRO
+136.1%
+5.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.1% |
| 7D | +2.4% | +1.5% | +1.0% | +1.7% |
| 30D | -6.6% | -3.7% | -2.9% | -5.0% |
| 3M | -9.8% | +8.0% | -17.8% | -13.1% |
| 6M | +15.7% | +38.7% | -23.0% | -1.5% |
| YTD | +35.1% | +29.5% | +5.6% | +18.4% |
| 1Y | +47.7% | +46.1% | +1.6% | +21.9% |
| 3Y | +114.5% | +229.1% | -114.6% | +18.2% |
| 5Y | +141.2% | +136.0% | +5.2% | +43.6% |
| All | +141.2% | +136.1% | +5.1% | +43.6% |
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 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