+683.3%
APD vs UPRO
+12,137.2%
-11,453.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.8% |
| 7D | -3.7% | -8.7% | +5.0% | -1.2% |
| 30D | +9.6% | -16.9% | +26.5% | +15.4% |
| 3M | +1.6% | -15.3% | +16.9% | +6.1% |
| 6M | +2.2% | -5.7% | +7.9% | +2.4% |
| YTD | +25.9% | +12.1% | +13.8% | +18.1% |
| 1Y | +20.1% | +16.4% | +3.7% | +11.1% |
| 3Y | +12.4% | +210.5% | -198.1% | -28.7% |
| 5Y | +11.1% | +82.4% | -71.3% | -23.0% |
| 10Y | +190.1% | +1,144.5% | -954.4% | -14.8% |
| All | +683.3% | +12,137.2% | -11,453.9% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling