+930.0%
APH vs UPRO
+1,087.5%
-157.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.3% |
| 7D | +4.9% | +7.4% | -2.5% | +2.0% |
| 30D | -5.4% | -7.9% | +2.5% | -2.4% |
| 3M | -5.5% | -12.0% | +6.6% | -0.7% |
| 6M | +25.9% | -2.0% | +27.9% | +26.7% |
| YTD | +16.4% | +20.4% | -4.0% | +7.9% |
| 1Y | +16.5% | +24.5% | -8.0% | +6.7% |
| 3Y | +270.9% | +224.4% | +46.5% | +132.3% |
| 5Y | +289.5% | +97.6% | +191.9% | +168.6% |
| All | +930.0% | +1,087.5% | -157.5% | +230.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling