+27.9%
APD vs UPRO
+137.3%
-109.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +2.1% | -0.9% | +3.0% | +2.2% |
| 3M | +7.2% | +1.9% | +5.2% | +6.1% |
| 6M | +11.2% | +33.1% | -21.9% | +2.7% |
| YTD | +24.4% | +31.8% | -7.4% | +14.8% |
| 1Y | +6.7% | +48.3% | -41.6% | -4.9% |
| 3Y | +9.2% | +221.5% | -212.2% | -24.1% |
| All | +27.9% | +137.3% | -109.4% | -12.0% |
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