+64.2%
ADM vs UPRO
+137.3%
-73.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | +9.8% | -0.9% | +10.6% | +9.8% |
| 3M | +2.1% | +1.9% | +0.2% | +1.5% |
| 6M | +27.5% | +33.1% | -5.6% | +20.8% |
| YTD | +50.2% | +31.8% | +18.4% | +42.4% |
| 1Y | +40.6% | +48.3% | -7.7% | +30.0% |
| 3Y | +17.2% | +221.5% | -204.2% | -10.3% |
| All | +64.2% | +137.3% | -73.1% | +24.2% |
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