+674.1%
APD vs UPRO
+14,289.1%
-13,615.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +2.1% | -0.9% | +3.0% | +2.3% |
| 3M | +7.2% | +1.9% | +5.2% | +5.7% |
| 6M | +11.2% | +33.1% | -21.9% | 0.0% |
| YTD | +24.4% | +31.8% | -7.4% | +11.8% |
| 1Y | +6.7% | +48.3% | -41.6% | -8.2% |
| 3Y | +9.2% | +221.5% | -212.2% | -31.0% |
| 5Y | +27.4% | +136.7% | -109.4% | -18.5% |
| 10Y | +164.8% | +1,179.2% | -1,014.3% | -22.2% |
| All | +674.1% | +14,289.1% | -13,615.0% | -18.4% |
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